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

Category: China Yuan devaluation

Emerging Markets – What Now ?

June 1, 2018 Brian Gilmartin Leave a comment

The Emerging Markets ended a 10-year bear market in Q1 ’16, as the EEM (iShares MSCI ETF) peaked in the…

Continue Reading →

Posted in: Brazil (EWZ), China Yuan devaluation, EEM, Emerging Market ETF's (EEM, Emerging Markets

Sp 500 Earnings Update: Shades of Long-Term Capital Crisis from September, 1998 ?

August 22, 2015 Brian Gilmartin Leave a comment

Factset didnt have the “Weekly Earnings Insight” this week or last, but we still have the Thomson Reuter’s weekly missive,…

Continue Reading →

Posted in: China Yuan devaluation, Currency, Energy sector, LongTerm Capital Management

Fundamentalis

  • Walmart Earnings Summary: The “Flywheel” Levers are Beginning to Turn
  • Annual Bond Market Returns: Jay Powell Would Probably Like to Return to a Positively-Sloped Yield Curve
  • Walmart Earnings Preview: Pullback Would be Great, But Operating Margin is the Story
  • SP 500 Earnings: Nvidia and Walmart This Week – Both Matter
  • Cisco Earnings Preview: Is Old Tech Starting to Find a Bid ?

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2024 Fundamentalis