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

Author: Brian Gilmartin

Walgreens Earnings Preview: The New Ceo Has His Hands Full

January 3, 2024 Brian Gilmartin Leave a comment

Walgreens (WBA) formerly the premier retail drug-store operator from the last 20 years of the 20th Century (i.e. 1980’s and…

Continue Reading →

Posted in: WBA

SP 500 Earnings: 2024: Will Actual Q4 ’23 SP 500 EPS Match 2023’s “Upside Surprises” ?

January 1, 2024 Brian Gilmartin Leave a comment

The IBES data by Refinitiv data, meaning the “This Week in Earnings” or the “Earnings Scorecard” reports were never sent…

Continue Reading →

Posted in: SP 500 Earnings Yield, SP 500's "upside surprise", Weekly Earnings Update

2024 Forecast: Done a Little Differently

December 26, 2023 Brian Gilmartin Leave a comment

Last year at this time, this blog thought that 2023 would be a better year, with a prediction of positive…

Continue Reading →

Posted in: 2024 Stock and Bond Market Forecast, AGG, inflation expectations, International (Non-US), TLT

SP 500: Annual Return vs Annual Earnings Growth

December 22, 2023 Brian Gilmartin Leave a comment

Source: internal spreadsheet The above is a spreadsheet listing dating back to the early 1990’s, showing annual SP 500 earnings…

Continue Reading →

Posted in: PE expansion / contraction

Nike Earnings Preview: Stock still down 28% from It’s Late ’21 All-Time-High

December 19, 2023 Brian Gilmartin Leave a comment

Nike (NKE) reports their fiscal Q2 ’24 quarter Thursday night, December 21, ’23 after the closing bell. The stock peaked…

Continue Reading →

Posted in: NKE

Post navigation

Page 64 of 341
← Previous 1 … 63 64 65 … 341 Next →

Fundamentalis

  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis