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

Author: Brian Gilmartin

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

SP 500 Earnings Update: Earnings Almost an Afterthought Now / Corporate Credit Spreads

March 17, 2023 Brian Gilmartin Leave a comment

With the drop in the 2-year Treasury yield this week and the resultant frenzy around next week’s FOMC meeting and…

Continue Reading →

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

SP 500 Earnings: 4th quarter, ’23 EPS Growth Continues to Stick Out

March 14, 2023 Brian Gilmartin Leave a comment

Clients know I’m not a big fan of vacations, since even with a laptop and an iPhone, one can feel…

Continue Reading →

Posted in: Weekly Earnings Update

Bond charts – AGG and TLT – Oversold on Monthly Technicals

March 8, 2023 Brian Gilmartin Leave a comment

  Both the Barclay’s Aggregate (AGG) and the iShares Barclay’s +20-year Treasury ETF (TLT) have reached “oversold” status on the…

Continue Reading →

Posted in: AGG, TLT

Post navigation

Page 78 of 337
← Previous 1 … 77 78 79 … 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