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

Category: Uncorrelated Assets

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

Uncorrelated Assets – Part II – Pay Attention to What Hasn’t Performed Well

May 28, 2021 Brian Gilmartin Leave a comment

This part II took a longer time coming than what was originally planned, so thanks for waiting. Part I of…

Continue Reading →

Posted in: Financial sector, Financials, IBM, INTC, MRK, PFE, Technology, Uncorrelated Assets

Fundamentalis

  • SP 500 Earnings: Watching the Q2 ’25 EPS Revisions; Harsh Cuts Already
  • Style-Box Update: Growth Comes Roaring Back
  • Schwab Trades Above Resistance: Next Stop is Late ’21 All-Time-Highs
  • Cisco Earnings Preview: The Networking Giant has Averaged 3% Revenue Growth pear Year since 2010
  • Inflation Expectations vs. 10-year Treasury Yield – the (2nd) Great Conundrum

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis