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

Category: US vs Non US markets

SP 500 Earnings: The Fallacy of Valuation and Non-US Investments

December 9, 2024 Brian Gilmartin Leave a comment

Credit spreads – quite remarkably – continue to tighten, as high-yield credit spreads, which peaked in mid-September ’24 (per the…

Continue Reading →

Posted in: International (Non-US), US Dollar, US vs Non US markets, Weekly Earnings Update

Fundamentalis

  • Boeing Earnings Preview: Don’t Give up on the Aerospace Giant
  • Amazon Earnings Preview: All about AWS Operating Margin, Amazon’s Revenue Flywheel, and $700 Billion Revenue Goal
  • Schwab Post-Earnings: Schwab’s Stock About 25% Undervalued (And Probably More)
  • Netflix Earnings Preview: Expectations Rather “Meh” Pre-Earnings – Likely a Good Thing
  • 3rd Year in a Row of Double-Digit SP 500 Returns

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis