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

Category: Uncategorized

SP 500 Earnings Update: Street Still Expecting 9% – 10% SP 500 Earnings Growth in 2019

November 23, 2018 Brian Gilmartin Leave a comment

With the 3rd quarter in the books for the most part, the 28% y/y earnings growth for the SP 500…

Continue Reading →

Posted in: 2019 SP 500 earnings, Uncategorized

Which Does Bond Market Fear More – Commodity or Wage Inflation ?

May 27, 2018 Brian Gilmartin Leave a comment

(Readers, if you havent already don’t forget to re-subscribe to the blog. We’ve made some technology changes and plan on…

Continue Reading →

Posted in: Uncategorized

SP 500 Weekly Earnings Update

May 26, 2018 Brian Gilmartin Leave a comment

Thomson Reuters IBES data (by the numbers):  Fwd 4-qtr est: $163.80 vs last week’s $164.11 P.E ratio: 16.6x PEG ratio:…

Continue Reading →

Posted in: Uncategorized, Weekly Earnings Update

Energy, Commodities and Emerging Markets

May 7, 2017 Brian Gilmartin Leave a comment

Having never owned the Emerging Markets (EM’s) in any form or fashion in the 1990’s and then staying out of…

Continue Reading →

Posted in: Amazon, Apple (AAPL), Brazil (EWZ), Commodities, Copper (JJC), Crude oil / Energy, Currency, EEM, Emerging Market ETF's (EEM, Emerging Markets, Facebook (FB), Uncategorized, US Dollar, VWO)

SP 500 Forward Growth Rate Rises above 4%, First Time since Mid-January ’15

November 26, 2016 Brian Gilmartin Leave a comment

The big data point that stuck out this week was the all-important year-over-year growth rate of the “forward 4-Quarter” estimate.…

Continue Reading →

Posted in: Fwd 4-qtr growth rate (SP 500), Uncategorized, Weekly Earnings Update

Post navigation

Page 9 of 28
← Previous 1 … 8 9 10 … 28 Next →

Fundamentalis

  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis