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

Category: 2018

How Have Expected 2018 and 2019 SP 500 Dollar Estimates Changed ?

March 16, 2018 Brian Gilmartin Leave a comment

  The goal of the above table is to give readers some idea of how the SP 500’s EPS estimates…

Continue Reading →

Posted in: 2017 Tax reform, 2018, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

A Secular Bull Market – Is this Bull Now 5 or 9 years Old ?

March 10, 2018 Brian Gilmartin Leave a comment

Listening to the financial media every day, and watching the stock and bond markets trade, there is always an “immediacy”…

Continue Reading →

Posted in: 2018, Bond Market(s), Great Depression, Secular Bull Market

Could 2018 See 3.9% Unemployment for the First Time Since 1960’s?

January 4, 2018 Brian Gilmartin Leave a comment

https://data.bls.gov/timeseries/LNU04000000?periods=Annual+Data&periods_option=specific_periods&years_option=all_years The above link is a data set from the BLS for post World War II unemployment rates, and with…

Continue Reading →

Posted in: 10-year Treasury yield, 2017 Fiscal Policy, 2017 Tax reform, 2018, Bond Funds, Bond Market(s), Financial sector, Financials

2018 Forecast: Look for A Lower Return from SP 500 in 2018

December 18, 2017 Brian Gilmartin Leave a comment

The US economy, as well as global GDP growth is accelerating off a slow, post-2008 below-average pace; SP 500 earnings…

Continue Reading →

Posted in: 2018, AGG, MSFT, SCHW

How do 2018 SP 500 EPS and Revenue Estimates Look ?

December 16, 2017 Brian Gilmartin Leave a comment

Leaning bearish into 2018, these numbers were somewhat surprising: 1.) Revisions for next year have been positive for both year-over-year…

Continue Reading →

Posted in: 2018, SP 500 Revenue Growth

Post navigation

Page 3 of 4
← Previous 1 2 3 4 Next →

Fundamentalis

  • Financials Report This Week: Citi and JPMorgan Kick-Off the Big Banks Tuesday Morning
  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis