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

Category: Capex

SP 500 Earnings: Capex is not Earnings / Tech Revisions Still Positive

July 26, 2024 Brian Gilmartin Leave a comment

Occasionally this blog posts this – what is essentially a net income chart from LSEG I/B/E/S – for the SP…

Continue Reading →

Posted in: Capex, GOOG, GOOGL, MSFT, Technology

Will AI’s Capex Strain Lower Tech Stock Valuations, and Apple’s Buyback Might Be Misunderstood

May 5, 2024 Brian Gilmartin Leave a comment

Capex: FASB – the Financial Accounting Standards Board – defines “capex” as “the investment required to sustain the economics of…

Continue Reading →

Posted in: Apple (AAPL), Capex

Fundamentalis

  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth
  • Market Breadth Perspective and Avoid Nike After the Guidedown
  • 10-year Treasury Note Greatly Oversold on Eve of September Nonfarm Payroll Report
  • Key Economic Data This Week and the Treasury 10-Year Yield Bias Still Higher

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis