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

Category: Uncategorized

Trading / market update Tuesday, August 7, 2012

August 7, 2012 Brian Gilmartin Leave a comment

Sometimes, it is hard to come up with something intelligent to say regarding the market, which is how we felt…

Continue Reading →

Posted in: Uncategorized

Corporate earnings update –

August 6, 2012 Brian Gilmartin Leave a comment

First, we never managed to get to our sector revenue analysis this week, and for that we apologize. With all…

Continue Reading →

Posted in: BA, Earnings, GE, MMM, MRK, PFE, S&P 500, Uncategorized, UTX, WMT

Corporate earnings update – S&P 500 earnings growth has slowed to zero – is q3 ’12 the bottom for earnings ?

July 29, 2012 Brian Gilmartin Leave a comment

The forward 4-quarter estimate for the S&P 500 slipped to $109.01 this week, (per ThomsonReuters), but remains above the final…

Continue Reading →

Posted in: BA, Earnings, FDX, Fiscal Cliff, GE, MRK, PFE, S&P 500, thestreet.com, Uncategorized, UTX, WMT

Corporate earnings update – Uncertainty reigns supreme, and valuation really matters

July 22, 2012 Brian Gilmartin Leave a comment

According to ThomsonReuters, the forward 4-quarter earnings estimate fell this week to $109.55, down from last week’s $111.88 and down…

Continue Reading →

Posted in: BA, Earnings, F, Fiscal Cliff, GE, GOOG, Healthcare Reform, JPM, MRK, PFE, S&P 500, SPY, Uncategorized, UTX

Treasury yields near 60-year lows

May 18, 2012 Brian Gilmartin Leave a comment

Although the government bond market was dramatically different during the Great Depression (back then, I think the so-called government bonds…

Continue Reading →

Posted in: Uncategorized

Post navigation

Page 27 of 28
← Previous 1 … 26 27 28 Next →

Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis