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

Author: Brian Gilmartin

SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate

September 12, 2025 Brian Gilmartin Leave a comment

If readers click on and expand the following spreadsheet, its shows the weekly progression of SP 500 EPS estimates (since…

Continue Reading →

Posted in: SP 500 EPS "rate-of-change"

SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates

September 8, 2025 Brian Gilmartin Leave a comment

To say that we are in an unusual period for SP 500 earnings isn’t an exaggeration given the continued upward…

Continue Reading →

Posted in: Market breadth, Nvidia (NVDA), ORCL

Bond / Fixed-Income Returns Having a Good Year (so far) in 2025

August 31, 2025 Brian Gilmartin Leave a comment

While the SP 500 is up 10.72% YTD as of Friday, 8/29, so in fact is the Barclays Aggregate and…

Continue Reading →

Posted in: Bond Funds, Bond Market(s), Bond Market(s) annual return, TLT

SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

August 29, 2025 Brian Gilmartin Leave a comment

Pretty hard to believe, given what we were facing in early April ’25 with “Liberation Day” but the estimated SP…

Continue Reading →

Posted in: Weekly Earnings Update

Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine

August 28, 2025 Brian Gilmartin Leave a comment

Last Thursday, August 21, ’25, Walmart reported their fiscal Q2 ’26 financial results (fiscal ’26 ends January ’26, so it’s…

Continue Reading →

Posted in: WMT

Post navigation

Page 5 of 330
← Previous 1 … 4 5 6 … 330 Next →

Fundamentalis

  • Don’t Expect SP 500 Earnings to Call a Market Top
  • Boeing Earnings Summary: Added to Positions After 10% Drop This Week
  • SP 500 Earnings: Check the SP 500 EPS Revisions for 2027
  • Boeing Earnings Preview: Don’t Give up on the Aerospace Giant
  • Amazon Earnings Preview: All about AWS Operating Margin, Amazon’s Revenue Flywheel, and $700 Billion Revenue Goal

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis