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

Category: Treasuries

Is the Treasury and Assorted Bond Markets in Trouble ?

February 19, 2018 Brian Gilmartin Leave a comment

  This graph, lifted from Chris Kimble Solutions, the great technician out of Cincinnati, show shows the 10-year Treasury yield…

Continue Reading →

Posted in: 10-year Treasury yield, 2017 Fiscal Policy, 2017 Tax reform, AGG, TLT, TNX, Treasuries

SP 500 Earnings Update: Check These Earnings Revisions to Reality Check 2018 Rally

January 12, 2018 Brian Gilmartin Leave a comment

Check the numbers this week: Fwd 4-qtr estimate: $150.32 vs last week’s $147.94 (highly unusual to see this kind of…

Continue Reading →

Posted in: SP 500 Earnings Yield, Treasuries, Weekly Earnings Update

SP 500 Valuation – the Never-Ending Argument – Valuation Still Looks Reasonable

October 5, 2017 Brian Gilmartin Leave a comment

  Dr. David Kelly and jos team at JP Morgan publish some of the best research i read each quarter…

Continue Reading →

Posted in: Financial sector, Financials, SP 500 Valuation, Technology, Treasuries

10-Year Treasury Yield at Critical Level

July 31, 2017 Brian Gilmartin Leave a comment

  Looking at the “weekly” chart of the TNX, the CBOE 10-year Treasury Yield Index, Id say the 10-year Treasury…

Continue Reading →

Posted in: 10-year Treasury yield, TBF - inverse Treasury, Treasuries

SP 500 Earnings, the 10-Year Treasury yield, Early Look at Q2 ’17 Earnings Expectations

June 3, 2017 Brian Gilmartin Leave a comment

It was somewhat surprising to hear/read Larry Fink, the BlackRock CEO make a comment on Q2 ’17 earnings, although it…

Continue Reading →

Posted in: 10-year Treasury yield, Treasuries, Weekly Earnings Update

Post navigation

Page 3 of 8
← Previous 1 2 3 4 … 8 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