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

Category: 2025 expected stock and bond market returns

PE Contraction in ’25 Might Matter More, Ed Yardeni, Worry When the 10-year Treasury Yield hits 5%, Expect a Bumpier ’25

December 28, 2024 Brian Gilmartin 2 Comments

Ed Yardeni was featured on CNBC’s Morning “Squawk Box” with Brian Sullivan and Sara Eisen on Friday, December 27th, 2024,…

Continue Reading →

Posted in: 10-year Treasury yield, 2025 expected stock and bond market returns, PE expansion / contraction, Weekly Earnings Update

Trump ’16-’17 vs. Trump’24 -’25: The Stock Market “Math” Still Looks Tough

December 1, 2024 Brian Gilmartin Leave a comment

Barrons (www.barrons.com) had a good article (subscription may be required) on the prospects for 2025 stock market returns this weekend,…

Continue Reading →

Posted in: 2025 expected stock and bond market returns

Fundamentalis

  • Walmart Earnings Preview: Tariff Compares Should Get Easier But Valuation Still Quite Lofty
  • Style-Box Update: Value Outperforms Across All Market-Caps
  • SP 500 Earnings: Jump in SP 500 EPS This Week. Japan Election This Weekend
  • Amazon Earnings Preview: AWS Operating Margin Facing Tough Compares in December ’25 / March ’26 Quarter’s
  • SP 500 Earnings: 7,000 Tough Resistance for SP 500

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis