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

Category: Oakmark International

The Dollar / International and Non-US Investing / Top 10 Holdings

June 8, 2023 Brian Gilmartin Leave a comment

This daily chart of the UUP was sent to me about a month ago by a technician, Gary Morrow, (@garysmorrow)…

Continue Reading →

Posted in: Currency, Emerging Market ETF's (EEM, Emerging Markets, EMXC, Oakmark International, US Dollar

International & Non-Us Presents Real Opportunity / US Dollar Should Continue to Weaken

April 20, 2023 Brian Gilmartin Leave a comment

International / Non-US investing has been so out-of-favor for so long, a recent conversation with a long-time friend who has…

Continue Reading →

Posted in: International (Non-US), Oakmark International, US Dollar

A Dollar Potentially Poised for Reversal After Maximum Pessimism for Europe

September 7, 2022 Brian Gilmartin Leave a comment

The interesting thing about Tuesday’s, September 6th, ’22’s price action was that crude ended the day flat or just slightly…

Continue Reading →

Posted in: Emerging Markets, EMXC, Oakmark International, US Dollar, UUP

Are the Stock and Bond Markets Jonesin’ for a 2001 – 2002 Repeat ?

January 17, 2022 Brian Gilmartin Leave a comment

Leading off articles with a question sets the readers up for an expected answer which involves a prediction for the…

Continue Reading →

Posted in: 2022, annual return, Emerging Markets, Oakmark International, Uncorrelated Assets Filed under: EM ex-China

Emerging Markets and Int’l Update: Gradually Lifting Client Allocation to EM and Non-Us

June 24, 2021 Brian Gilmartin Leave a comment

  The first chart today (click to expand) was provided by Brian Buonamici at Calamos Asset Management last week. If…

Continue Reading →

Posted in: EEM, Oakmark International, VWO)

Post navigation

Page 2 of 4
← Previous 1 2 3 4 Next →

Fundamentalis

  • SP 500 Earnings: Quarterly SP 500 EPS Estimate Hits $100 per Share
  • Fed Rate Hike Coming This Week, Deteriorating Market Breadth, and more on International
  • Oracle Reports Tonight: Chart Has Improved, but Free-Cash-Flow is Still Grim
  • SP 500 Earnings: Expected 2027 SP 500 EPS Growth Might Make For a Tougher Year
  • International Investing: International Outperformance vs SP 500 is Healthy, and it’s Still Early

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis