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

Category: Technology

Why I Remain Sanguine on SP 500 Returns the Next 3 – 5 Years

April 9, 2015 Brian Gilmartin Leave a comment

Remaining positive on the stock market today is a good way – like the old saying about pioneers – to…

Continue Reading →

Posted in: Financial sector, Financials, Technology

More on SP 500 Earnings: “Earnings Weight” vs “Market Cap”

March 22, 2015 Brian Gilmartin Leave a comment

Greg Harrison of Thomson Reuters was kind enough to shoot me T/R’s table of the breakdown in SP 500 sectors,…

Continue Reading →

Posted in: Earnings, Earnings Weight vs Market Cap, Energy sector, Financial sector, Financials, Sector Earnings Growth Estimates, Technology

1.24.15: SP 500 Weekly Earnings Update: Core SP 500 Earnings Growth on Track for High-Single-Digits

January 24, 2015 Brian Gilmartin Leave a comment

At breakfast this morning, while perusing John Butter’s weekly Factset missive on Sp 500 earnings, John noted that the expected…

Continue Reading →

Posted in: AT&T (T), bond proxy, Energy sector, Financial sector, Financials, Technology, VZ, Weekly Earnings Update

12.21.14: Ranking SP 500 Sectors Strongest to Weakest in terms of 2015 Expected Earnings Growth

December 21, 2014 Brian Gilmartin Leave a comment

Looking at the changes in 2015 expected earnings growth by sector since October 1 ’14, and as of December 19…

Continue Reading →

Posted in: Apple (AAPL), AT&T (T), Financial sector, Financials, Industrials, Sector Earnings Growth Estimates, SP 500 forecast(s), Technology

12.20.14: SP 500 Weekly Earnings Update: Energy Sector Earnings Estimates Took Another Hammering This Week

December 20, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuter’s This Week inĀ  Earnings, the forward 4-quarter earnings estimate for the SP 500 fell $0.89 this week…

Continue Reading →

Posted in: Apple (AAPL), Crude oil / Energy, Financials, Technology

Post navigation

Page 18 of 20
← Previous 1 … 17 18 19 20 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