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

Category: Housing

SP 500 Earnings Update, More Inflation Data, and November Jobs Report This Coming Week

November 26, 2022 Brian Gilmartin Leave a comment

That’s a lot of what could be market-moving economic data scheduled to be released this week: We will see both…

Continue Reading →

Posted in: GDP, High-Yield Credit, Housing, Market breadth

On the Fed Being Behind the Curve (Again), Secular Bull Markets, and Annual Returns

September 5, 2022 Brian Gilmartin Leave a comment

The thought looking at the softening economic data, is that the Fed and Jay Powell could be “behind the curve”…

Continue Reading →

Posted in: annual return, Housing, Monetary policy, Monthly payroll report, SP 500 long-term returns Filed under: Monetary policy

August ’22 Returns; The Dollar and How We Used to Be Happy

August 31, 2022 Brian Gilmartin Leave a comment

Here is Bespoke’s Asset Class Performance Matrix posted after the close Wednesday, August 31, ’22. (Click on the image to…

Continue Reading →

Posted in: Bespoke, CNBC, Housing, US Dollar

Housing vs Stocks: Stocks Win (Good article)

September 5, 2021 Brian Gilmartin Leave a comment

One of our favorite sources of capital markets research is the Bespoke work and the weekly Bespoke Report. Once again,…

Continue Reading →

Posted in: Housing, S&P 500, SPY

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