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

Category: JPM

Big Banks and Financials Facing Tough Compares from Q2 ’21

June 23, 2022 Brian Gilmartin Leave a comment

The compares that the large-cap banks and tech companies are still facing with Q2 ’22 financial results are still very…

Continue Reading →

Posted in: Apple (AAPL), BAC, GS, JPM, SCHW

Fed Rate Hike: The SP 500 Needs to Regain the May ’22 Low of 3,810

June 15, 2022 Brian Gilmartin Leave a comment

The 75 basis point fed funds rate hike today, was not a surprise since after the CPI number last Friday,…

Continue Reading →

Posted in: AGG, Amazon, Financial sector, Financials, GOOGL, JPM, MSFT, TLT

SP 500 Earnings: The Growing Conclusion There’s More Risk to “E” than “P”

June 10, 2022 Brian Gilmartin Leave a comment

Rick Rieder of Blackrock did his monthly bond call on Thursday morning, June 9th, 2022, and if readers aren’t listening…

Continue Reading →

Posted in: BlackRock, Ed Yardeni, Jim Cramer and TheStreet, jobless claims, JPM, PE expansion / contraction

SP 500 Earnings Update: Nice Bump in Forward Estimate / JP Morgan, Goldman Sachs Preview

April 10, 2022 Brian Gilmartin Leave a comment

As was suggested in last weeks SP 500 earnings update, the bump in the forward estimate would come in between…

Continue Reading →

Posted in: 10-year Treasury yield, Financial sector, Financials, GS, JPM

Bond Market Update and Stock Market Sentiment

March 13, 2022 Brian Gilmartin Leave a comment

Bloomberg publishes YTD returns for the various bond market categories every day, and this blog tracks that data weekly. Only…

Continue Reading →

Posted in: 10-year Treasury yield, AGG, BlackRock, Corporate High Yield, JPM, Treasuries

Post navigation

Page 6 of 18
← Previous 1 … 5 6 7 … 18 Next →

Fundamentalis

  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change
  • Probability Grows for Below-Average Returns in 2026
  • SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis