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

Author: Brian Gilmartin

Secular Bull Market – Part III

December 12, 2023 Brian Gilmartin Leave a comment

Friday’s (12/8/23) November ’23 nonfarm payroll report’s headline business survey number was +199,000 net, new jobs created, but if you…

Continue Reading →

Posted in: Secular Bull Market

Oracle Reports Tonight: Stock Fairly Valued as Cerner Impacts Margins

December 11, 2023 Brian Gilmartin Leave a comment

Oracle reports their fiscal Q2 ’24 quarter after the close tonight, with sell-side consensus expecting $1.32 in earnings per share…

Continue Reading →

Posted in: ORCL

SP 500 Earnings: Still Firming Up but SP 500 Couldn’t Close Above July ’23 High

December 8, 2023 Brian Gilmartin Leave a comment

There’s nothing wrong with the trends in SP 500 earnings data, at least what’s tracked weekly at Refinitiv, since the…

Continue Reading →

Posted in: Costco (COST), CPI / PPI, ORCL, Weekly Earnings Update

StyleBox Update: 3-year Growth Numbers Still Low-Single-Digits

December 5, 2023 Brian Gilmartin Leave a comment

This update is usually posted every 6 weeks, but thanks to the schedule, it wasn’t updated until November 30th for…

Continue Reading →

Posted in: Style analysis

Time Left in Secular Bull Equity Market – Part II

December 4, 2023 Brian Gilmartin Leave a comment

Last week, with Part I asking the same question about time remaining in this secular bull equity market, I tried…

Continue Reading →

Posted in: 10-year Treasury yield, Bond Market(s), Decade from 2000 to 2009, FOMC meeting, KRE - Regional Bank ETF, SCHW

Post navigation

Page 55 of 330
← Previous 1 … 54 55 56 … 330 Next →

Fundamentalis

  • 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
  • Schwab Post-Earnings: Schwab’s Stock About 25% Undervalued (And Probably More)

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis