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

Category: X

9.28.13 SP 500 Earnings Update: The Sentiment Shifts in This Bull Market Remain its Most Compelling Trait

September 29, 2013 Brian Gilmartin Leave a comment

Reflection of the week: when they shovel dirt on top of me, (hopefully not anytime soon), I want to go…

Continue Reading →

Posted in: AA, BAC, Bond Funds, Bond Market(s), bond proxy, CNBC, Earnings, FCX, Financial sector, Financials, HYD, HYG, IEF, interest rates, MUB, Municipal Bond market, S&P 500, TBF - inverse Treasury, TLT, X

8.9.13: SP 500 Earnings: Forward Estimate Growth Rate Continues to Trek Higher

August 11, 2013 Brian Gilmartin Leave a comment

Q2 ’13 earnings are thought to officially conclude this week, with WalMart’s fiscal q2 ’14 financial results due out before the…

Continue Reading →

Posted in: AA, Bond Funds, Bond Market(s), Earnings, FCX, Financials, GLD, IEF, ISRG, MSFT, TLT, Uncategorized, VZ, WMT, X

8.3.13: SP 500 Earnings: Lapping Weakest 2012 Earnings Growth in Q3 ’13 / Municipal CEF’s Are Getting Stupid Cheap

August 3, 2013 Brian Gilmartin Leave a comment

Q3 ’12, earnings growth for the SP 500 was just 0.1%, the lowest year-over-year growth for the SP 500 since…

Continue Reading →

Posted in: AA, Earnings, Facebook (FB), FB, FCX, IEF, interest rates, Japan and Nikkei, JNJ, TBF - inverse Treasury, TLT, X

7.23.13: Basic Materials Sector Coming to Life ?

July 23, 2013 Brian Gilmartin Leave a comment

If there has been a beaten-down sector that is thoroughly trashed from a numbers and sentiment perspective in 2013, it…

Continue Reading →

Posted in: AA, FCX, X

7.15.13: US Steel (X) – Not for the Faint of Heart

July 15, 2013 Brian Gilmartin Leave a comment

  To continue the thought from our blog update this weekend, there was much hue and cry about technology and…

Continue Reading →

Posted in: AA, FCX, X

Post navigation

Page 5 of 5
← Previous 1 … 4 5

Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis