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

Category: IBM

2.2.14: Weekend LinkFest: Is the 2-Year Presidential Cycle, Right Analog for this 2014 Stock Market ?

February 2, 2014 Brian Gilmartin Leave a comment

With the SP 500 down 3% in January ’14, and as January is thought of as the January Barometer, and…

Continue Reading →

Posted in: AA, AGG, Basic Materials, DE, HYG, IBM, ISRG, Weekend Link Fest, X

12.29.13: What We Did Well (and Not So Well) For Clients in 2013

January 3, 2014 Brian Gilmartin Leave a comment

In brief, it was a good year for client accounts in 2013, both in terms of relative and absolute returns.…

Continue Reading →

Posted in: AA, Basic Materials, Consumer Staples, FB, IBM, ISRG, SCHW, WMT, X

7.13.13 SP 500 Earnings Update: Watching for an SP 500 Breakout, to Confirm Record SP 500 Forward Earnings Estimate

July 14, 2013 Brian Gilmartin Leave a comment

A quick thanks to CNBC-Asia, Elly Whitaker, and Joanne Wong, for the interview on CNBC-Asia Monday night. We talked Alcoa (AA)…

Continue Reading →

Posted in: AA, CAT, CNBC, DE, Earnings, Financials, GE, GOOG, HYG, IBM, INTC, JNK, JPM, TBF - inverse Treasury

6.29.13: SP 500 Earnings Update: 2nd Quarter, 2013 Earnings Growth Should be Decent at +5% – 7%, Led by Financials and Telco

June 30, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuter’s, “This Week in Earnings”, the “forward 4-quarter estimate” for the SP 500 earnings is now $113.14, down $0.16…

Continue Reading →

Posted in: AMGN, Earnings, F, Fed Model, Financials, GLD, IBM, S&P 500, TBF - inverse Treasury

4.27.13: SP 500 Earnings Update: SP 500 Leadership is Changing, as Rotation the Theme of This Past Week

April 28, 2013 Brian Gilmartin Leave a comment

The forward 4-quarter earnings estimate for the SP 500 took a hit this week, dropping to $114.01 from last week’s…

Continue Reading →

Posted in: CAT, Earnings, FDX, Financials, IBM, MSFT, PG, S&P 500, SCHW, Uncategorized

Post navigation

Page 7 of 8
← Previous 1 … 6 7 8 Next →

Fundamentalis

  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either
  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1
  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again
  • Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis