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

Category: Emerging Market ETF’s (EEM

SP 500 Weekly Earnings Update: Energy, Commodities, Emerging Markets (Oh My)

April 22, 2017 Brian Gilmartin Leave a comment

With Schlumberger’s (SLB) report Friday morning, the Energy sector weighting was reduced by selling the OIH. Despite very easy compare’s…

Continue Reading →

Posted in: 2017, 2017 Fiscal Policy, AA, Commodities, Emerging Market ETF's (EEM, Emerging Markets, F, GE, GM, X

Brazil and Emerging Markets – Muy Bueno

February 15, 2017 Brian Gilmartin Leave a comment

In 2016, Technology didn’t do very well with the Nasdaq up 6% – 7% when looking at the full-year returns…

Continue Reading →

Posted in: Brazil (EWZ), Commodities, EEM, Emerging Market ETF's (EEM, Emerging Markets, VWO)

Big Jump in SP 500 “Forward 4-Quarter EPS Growth Rate” / SP 500 Earnings Yield over 6%

October 15, 2016 Brian Gilmartin Leave a comment

It was one year ago almost exactly the SP 500 was in the midst of a powerful rally, after the…

Continue Reading →

Posted in: Commodities, Emerging Market ETF's (EEM, Emerging Markets, Energy ETF's (XLE, Energy sector, Financial sector, Financials, HYG, Weekly Earnings Update

A Bigger Picture Look at Today’s Stock Market, From an Historical Perspective

September 5, 2016 Brian Gilmartin Leave a comment

Back in the Spring of 1980, when I was taking my first Money & Banking class, the Fed Funds rate…

Continue Reading →

Posted in: Apple (AAPL), Commodities, Emerging Market ETF's (EEM, Emerging Markets, SP 500 Historical Framework, Technology, TNX, US Dollar

The Great Rotation and a LinkFest for Readers

June 6, 2016 Brian Gilmartin Leave a comment

What is it about the 2,100 level for the SP 500 ? From LPL’s Ryan Detrick’s twitter feed too. In…

Continue Reading →

Posted in: Amazon, Apple (AAPL), EEM, Emerging Market ETF's (EEM, Emerging Markets, VWO)

Post navigation

Page 6 of 8
← Previous 1 … 5 6 7 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