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

Author: Brian Gilmartin

SP 500 Earnings: Beware the Doomsayers – SP 500 Earnings Should Be Fine

November 4, 2023 Brian Gilmartin Leave a comment

No sooner did we have one solid week for the stock and bond markets as the seasonally-favorable part of the…

Continue Reading →

Posted in: Corporate High Yield, Corporate HighGrade Bonds, HYG, Weekly Earnings Update

Don’t Give up on International Markets: Dollar Chart

November 3, 2023 Brian Gilmartin Leave a comment

Good chart from Gary S. Morrow (@garysmorrow) showing the dollar backing away from stiff resistance, which is happening just in…

Continue Reading →

Posted in: EMXC, International (Non-US), Oakmark International

Apple Earnings Preview: Earnings Quality Still Very High

November 1, 2023 Brian Gilmartin Leave a comment

In an earlier blog post this week, a quick preview of Apple’s (AAPL) expected fiscal Q4 ’23 was provided, but…

Continue Reading →

Posted in: Apple (AAPL)

Some Weaker Economic Data Would Help / Treasury Refunding Announcement

October 30, 2023 Brian Gilmartin Leave a comment

The US Treasury refunding announcement at 2 pm central today has suddenly become a big deal. Like the early 1980’s…

Continue Reading →

Posted in: 10-year Treasury yield, Treasury refundings

Fed Meeting, Apple Earnings and An Oversold Stock Market

October 29, 2023 Brian Gilmartin Leave a comment

The first bar chart is the fed funds probability for Wednesday’s 11/1/23 FOMC meeting and what it’s telling readers is…

Continue Reading →

Posted in: Apple (AAPL), FOMC meeting

Post navigation

Page 65 of 337
← Previous 1 … 64 65 66 … 337 Next →

Fundamentalis

  • SP 500 Earnings Update: SP 500 Earnings Yield Jumps Back Over 5%
  • Nike Earnings Preview: Nike Really Needs to Return to Mid-Single-Digit Revenue Growth
  • SP 500 Earnings Update: SP 500 Forward EPS Estimates Still Seeing Higher Revisions
  • SP 500 Was Due for a Tougher Year in ’26
  • Peak Crude Oil ? Quick Look at SP 500 EPS Data

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis