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

Author: Brian Gilmartin

SP 500 Earnings Still Solid / 10-Yr Treasury Yield Highest Since Late November ’23

March 15, 2024 Brian Gilmartin Leave a comment

Looking at the weekly close of the 10-year US Treasury yield, the final yield print this week at 4.30% is…

Continue Reading →

Posted in: 10-year Treasury yield, Corporate High Yield, Corporate HighGrade Bonds, HYG, SHYG, Weekly Earnings Update

Oracle Earnings Preview: Cloud Growth versus Legacy Deterioration – Which Will Win ?

March 11, 2024 Brian Gilmartin Leave a comment

Oracle, the large-cap, relational database software giant, reports their fiscal Q3 ’24 financial results after the bell on Monday night,…

Continue Reading →

Posted in: ORCL

SP 500: “Everything” is Overbought, not Just Semi’s and Nvidia

March 10, 2024 Brian Gilmartin Leave a comment

The big reversal in Nvidia got a lot of attention on Friday, as the market darling closed down 5% on…

Continue Reading →

Posted in: 60/40 portfolio, Nvidia (NVDA), SMH (semiconductor ETF)

SP 500 Earnings: Still Seeing Upward Revisions for SP 500 Estimates

March 8, 2024 Brian Gilmartin Leave a comment

Oracle (ORCL), Lennar (LEN) and Adobe (ADBE) are the only names that will be of interest next week, in terms…

Continue Reading →

Posted in: Weekly Earnings Update

Walmart Trades to New All-Time-High Before Amazon

February 29, 2024 Brian Gilmartin Leave a comment

Very few have noticed that Walmart (WMT) has traded to an all-time-high before the e-commerce juggernaut Amazon (AMZN) has done…

Continue Reading →

Posted in: Amazon, WMT

Post navigation

Page 64 of 346
← Previous 1 … 63 64 65 … 346 Next →

Fundamentalis

  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth
  • Market Breadth Perspective and Avoid Nike After the Guidedown
  • 10-year Treasury Note Greatly Oversold on Eve of September Nonfarm Payroll Report
  • Key Economic Data This Week and the Treasury 10-Year Yield Bias Still Higher
  • Nike Earnings Preview: The Only Bullish Aspect to Nike’s Stock is the Extreme Bearishness

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis