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

Author: Brian Gilmartin

Big Tech Reports This Week: The “Magnificent 7” Holding Up SP 500 – Part I

October 22, 2023 Brian Gilmartin Leave a comment

This weekend’s Weekly Earnings update noted the SP 500 earnings yield (EY) is at a 6-month high, and that 4…

Continue Reading →

Posted in: GOOG, GOOGL, MSFT

SP 500 Earnings: SP 500 Earnings Yield the Highest Since Mid-March ’23

October 21, 2023 Brian Gilmartin Leave a comment

Roughly 16% of the SP 500’s market cap will report this coming week, with Microsoft (MSFT) and Alphabet (GOOG/GOOGL) on…

Continue Reading →

Posted in: Weekly Earnings Update

Netflix Earnings Preview: Limping into Earnings Tonight

October 18, 2023 Brian Gilmartin Leave a comment

Tonight (10/18/23) after the closing bell, Netflix (NFLX) will report their Q3 ’23 financial results and it goes without saying…

Continue Reading →

Posted in: Netflix

Are Longer-Maturity Treasuries (TLT) Bottoming and the US Could Probably Use a Mild Recession

October 15, 2023 Brian Gilmartin Leave a comment

Chris Kimble of Kimble Charting Solutions is a favorite technician, and his work is read regularly for good reason. The…

Continue Reading →

Posted in: 10-year Treasury yield, inflation, inflation expectations, TLT, Treasuries

SP 500: How are 2024 SP 500 EPS Estimates Shaping Up ?

October 14, 2023 Brian Gilmartin Leave a comment

In a nutshell, so far so good. Here’s a quick look at the trend in 2024’s SP 500 EPS: Source:…

Continue Reading →

Posted in: 10-year Treasury yield, 2024 SP 500 EPS estimates, Bespoke, Weekly Earnings Update

Post navigation

Page 70 of 341
← Previous 1 … 69 70 71 … 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