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

Author: Brian Gilmartin

Financial sector: Q1 ’23 and 2023 Actually Faces Easier Compares vs 2022

April 1, 2023 Brian Gilmartin Leave a comment

Thinking about yesterday’s post, it was surprising to see the Financial sector with expected EPS growth for Q1 ’23 of…

Continue Reading →

Posted in: Financial sector, Financials, JPM

SP 500 Earnings: What Do Q1 ’23 Earnings and Revenue Expectations Look Like ?

March 31, 2023 Brian Gilmartin Leave a comment

The SP 500 weekly data: The forward 4-quarter estimate (FFQE) fell this week to $220.49 from last week’s $221.34, and…

Continue Reading →

Posted in: Weekly Earnings Update

Financial Sector Earnings – Any Changes Since SVB Collapse ?

March 27, 2023 Brian Gilmartin Leave a comment

Looking at the two blog posts from this weekend, I realized the key SP 500 data metrics weren’t updated as…

Continue Reading →

Posted in: Financial sector, Financials

February ’23 PCE Data This Week, First Republic and the Regional Bank ETF

March 26, 2023 Brian Gilmartin Leave a comment

Here’s the list of pending economic data to be released this final week of March ’23 (from Briefing.com), and while…

Continue Reading →

Posted in: Dr. David Kelly, PCE data

SP 500 Earnings: QQQ’s +16.93% YTD return vs. Technology sector’s expected ’23 EPS Growth of -0.5%

March 25, 2023 Brian Gilmartin Leave a comment

JP Morgan’s Investment Forum in Oak Brook, Illinois, this past week saw Dr. David Kelly kick it off with his…

Continue Reading →

Posted in: Weekly Earnings Update

Post navigation

Page 73 of 333
← Previous 1 … 72 73 74 … 333 Next →

Fundamentalis

  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change
  • Probability Grows for Below-Average Returns in 2026
  • SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis