Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Author: Brian Gilmartin

Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change

December 8, 2025 Brian Gilmartin Leave a comment

(H/t Mike Zaccardi) Table from Bank of America showing the change in 2-year and 10-year Treasury yields dating back to…

Continue Reading →

Posted in: 10-year Treasury yield, Ben Bernanke, Bond Market(s), Bond Market(s) annual return, Federal Reserve, FOMC meeting

Probability Grows for Below-Average Returns in 2026

December 7, 2025 Brian Gilmartin 2 Comments

The SP 500 could return 5% – 7% in 2026, and while it would feel like a significant change, the…

Continue Reading →

Posted in: Gina Martin Adams, Kobeissi Letter, PE expansion / contraction

SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week

December 6, 2025 Brian Gilmartin Leave a comment

There is still little change in the trend in forward SP 500 estimate revisions the last few weeks. This blog…

Continue Reading →

Posted in: ORCL, SP 500 Earnings Yield, SP 500 EPS "rate-of-change", Weekly Earnings Update

International Equity Annual Returns: Non-Correlated to the US Returns and Don’t Forget Japan

December 4, 2025 Brian Gilmartin Leave a comment

(h/t Mike Zaccardi on X) Per this bar chart, European equity is having it’s best year vs US since 2006.…

Continue Reading →

Posted in: EWJ - iShares Japan ETF, International (Non-US), International Equity (JFEAX), Japan and Nikkei

Annual Fixed Income Returns: Emerging Markets Lead, Muni’s Lag

December 2, 2025 Brian Gilmartin 2 Comments

Here’s a quick look at annual returns across the fixed-income classes as of 11/30/25, with emerging markets income leading the…

Continue Reading →

Posted in: 10-year Treasury yield, annual return, Bond Market(s), TLT

Post navigation

Page 5 of 336
← Previous 1 … 4 5 6 … 336 Next →

Fundamentalis

  • Peak Crude Oil ? Quick Look at SP 500 EPS Data
  • Coca-Cola: Earnings Quality Still Not Great
  • Market’s Rotation A Lot Like March, 2000, with One Major Difference
  • Walmart Earnings Preview: Tariff Compares Should Get Easier But Valuation Still Quite Lofty
  • Style-Box Update: Value Outperforms Across All Market-Caps

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis