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

Category: 2024 Stock and Bond Market Forecast

2024 Forecast: Done a Little Differently

December 26, 2023 Brian Gilmartin Leave a comment

Last year at this time, this blog thought that 2023 would be a better year, with a prediction of positive…

Continue Reading →

Posted in: 2024 Stock and Bond Market Forecast, AGG, inflation expectations, International (Non-US), TLT

Fundamentalis

  • Alphabet Earnings Preview: The Big Metrics: Free-Cash-Flow and Capex Guidance
  • IBM Earnings Preview: A Maddening Long Since the Late ’24 Breakout
  • JPMorgan, CitiBank Earnings Previews: Share Repurchases and Capital Return Are Probably Under-Appreciated
  • SP 500 Earnings: Quarterly Bump, 4th Year in a Row of +10% Returns, SP 500 Earnings Yield
  • Thinking About the 60% / 40% Balanced Portfolio – “Average, Annual” Bond Returns

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis