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

Category: TBF – inverse Treasury

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

6.22.13: SP 500 Earnings Update: Can Earnings Growth Offset Rising Interest Rates and Fed Impact on Stock Market Valuation ?

June 23, 2013 Brian Gilmartin Leave a comment

Interesting Stat – look for a bounce in the SP 500 Interesting statistic out of Bespoke this weekend: we had…

Continue Reading →

Posted in: AGG, Bond Funds, Bond Market(s), Earnings, HYG, interest rates, JNK, NKE, S&P 500, TBF - inverse Treasury, The Fed

6.15.13: SP 500 Earnings Update – Do Earnings Matter and Stay with Financials

June 16, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” earnings estimate for the SP 500 rose a smidge this week, to $113.32, from last…

Continue Reading →

Posted in: CAT, CME, DE, Earnings, GS, JPM, S&P 500, SCHW, TBF - inverse Treasury

6.1.13: SP 500 Earnings Update: Per One Strategist, 1,670 Days Without a 5% Correction in the Barclay’s Aggregate (AGG)

June 2, 2013 Brian Gilmartin Leave a comment

Question: Are higher interest rates bad for stock prices ? The conventional wisdom says yes, but the opposite case can…

Continue Reading →

Posted in: AGG, Bond Funds, Bond Market(s), bond proxy, Facebook (FB), FB, HYG, JNK, TBF - inverse Treasury, Uncategorized

Post navigation

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

Fundamentalis

  • 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
  • Cisco Earnings Summary: 5% Free-Cash-Flow Yield is a Big Plus

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis