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

Category: MSFT

SP 500 Earnings: Fed Funds Hike Next Week and Microsoft / Alphabet Report

July 21, 2023 Brian Gilmartin Leave a comment

Don’t forget the FOMC release is Wednesday afternoon, July 26th, and according to the CME FedWatch tool, there is a…

Continue Reading →

Posted in: BA, Coca-Cola (KO), Energy ETF's (XLE, Energy sector, GOOGL, INTC, MSFT, Weekly Earnings Update

SP 500 Earnings: More Inflation Data Due this week, Along with Mega-Cap Tech Earnings

April 21, 2023 Brian Gilmartin Leave a comment

The attached template (from Briefing.com) on expected economic data next week, including the first look at Q1 ’23 GDP, the…

Continue Reading →

Posted in: Amazon, GOOG, GOOGL, Meta, MSFT, Weekly Earnings Update

Earnings Preview of Mega-Cap Tech: No Question Relative Value Has Improved for MegaCap Tech

October 23, 2022 Brian Gilmartin Leave a comment

In 2001 – 2002 the Nasdaq fell 80% from it’s March, 2000, high to its late 2002 low, with the…

Continue Reading →

Posted in: Amazon, Apple (AAPL), GOOGL, Meta, MSFT

Quick Earnings Preview of Microsoft, Alphabet, and Meta – Part I

July 23, 2022 Brian Gilmartin Leave a comment

There really can be nothing “quick” about an earnings preview to cover the salient points. Here’s a quick (as it…

Continue Reading →

Posted in: Amazon, Apple (AAPL), Facebook (FB), Meta, MSFT

SP 500 Earnings / SP 500 PE now 15.5x and Earnings Yield at 6.42% / SP 500 Seems Dramatically Oversold

June 17, 2022 Brian Gilmartin Leave a comment

The SP 500’s forward estimate rose again this week, but that will be discussed below. Note the SP 500 PE…

Continue Reading →

Posted in: BlackRock, Energy ETF's (XLE, Energy sector, MSFT, SP 500 chart, SP 500 Earnings Yield, Uncategorized, Weekly Earnings Update

Post navigation

Page 3 of 14
← Previous 1 2 3 4 … 14 Next →

Fundamentalis

  • SP 500 Earnings: Are the Tariffs Fully Discounted and May ’25 Core CPI This Coming Week
  • The HealthCare Sector: A Look at Sector Earnings Trends
  • Bond Market Update and April PCE Data This Coming Week
  • SP 500 Earnings: SP 500 Q2, Q3 ’25 EPS Revisions, and A Look at Apple and United Health’s Revisions
  • Walmart Earnings Summary: Tariffs Not as Critical as Long-Term Flywheel Improvements

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis