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

Category: Technology

Looking at Q1 ’22 EPS and Revenue Growth by Sector and 2021 as a Comparison

April 7, 2022 Brian Gilmartin Leave a comment

This blog has been tracking y.y revenue and EPS growth for the SP 500 since 2012 – 2013. Normally the…

Continue Reading →

Posted in: Energy sector, Financial sector, SP 500 Revenue Growth, Technology

Tech Sector +7 to +8% the Last Two Weeks: Still Facing Tough Compares from Q1 and Q2, ’21

March 25, 2022 Brian Gilmartin Leave a comment

Technology has had a nice run from the lows in early March and then again since Monday, March 14th, 2022.…

Continue Reading →

Posted in: Amazon, Apple (AAPL), FB, GOOGL, MSFT, Technology

Earnings Compares Get Tougher in 2H ’21

June 6, 2021 Brian Gilmartin Leave a comment

During the pandemic lockdown in the first half of 2020, only three SP 500 sectors saw positive earnings and revenue…

Continue Reading →

Posted in: 2021 SP 500 sector growth rates, Energy ETF's (XLE, Energy sector, Health Care sector, Technology, Utilities

Technology Sector Feeling the Tax Change Negotiations

June 1, 2021 Brian Gilmartin Leave a comment

Watching futures as the morning unfolded on the first day of June, it was nice to see a strong rally…

Continue Reading →

Posted in: Amazon, Apple (AAPL), Facebook (FB), GOOG, GOOGL, Technology

Uncorrelated Assets – Part II – Pay Attention to What Hasn’t Performed Well

May 28, 2021 Brian Gilmartin Leave a comment

This part II took a longer time coming than what was originally planned, so thanks for waiting. Part I of…

Continue Reading →

Posted in: Financial sector, Financials, IBM, INTC, MRK, PFE, Technology, Uncorrelated Assets

Post navigation

Page 4 of 20
← Previous 1 … 3 4 5 … 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