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

Author: Brian Gilmartin

SP 500 Earnings: How have Estimated 2023 Sector Growth Rates Changed Since 12/31/22 ?

February 12, 2023 Brian Gilmartin Leave a comment

The 5-year Treasury yield jumped 27 bp’s last week, from 3.66% the prior week to close, to 3.93% at this…

Continue Reading →

Posted in: Weekly Earnings Update

SP 500 Earnings Update: Corporate High-Yield Had a Good Week

February 4, 2023 Brian Gilmartin Leave a comment

Twitter was the first medium – I believe it was Lisa Abramowicz of Bloomberg – that noted that the February…

Continue Reading →

Posted in: High-Yield Credit, HYG, Weekly Earnings Update

SP 500 Earnings: Revisions Becoming Less Negative (?) / Megacap Week / Top 10 Holdings

January 27, 2023 Brian Gilmartin Leave a comment

Rather than bury the lede, this table is catching my interest since it a.) looks at the forward SP 500…

Continue Reading →

Posted in: Apple (AAPL), Weekly Earnings Update

SP 500 Earnings: Weakness Expected Through Mid-2023

January 22, 2023 Brian Gilmartin Leave a comment

Looking at this table, which is constructed from IBES data by Refinitiv’s Earnings Scorecard, indicates that the Q4 ’22 and…

Continue Reading →

Posted in: Weekly Earnings Update

SP 500 Earnings: Don’t Ignore What’s Happening with 2H ’23 Quarterly Estimates

January 15, 2023 Brian Gilmartin Leave a comment

The above chart is the SP 500 daily chart from Worden, and it shows the SP 500 closing the week…

Continue Reading →

Posted in: SP 500 Revenue Growth, US Dollar, Weekly Earnings Update

Post navigation

Page 90 of 347
← Previous 1 … 89 90 91 … 347 Next →

Fundamentalis

  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis