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

Category: Financial sector

SP 500 Valuation – the Never-Ending Argument – Valuation Still Looks Reasonable

October 5, 2017 Brian Gilmartin Leave a comment

  Dr. David Kelly and jos team at JP Morgan publish some of the best research i read each quarter…

Continue Reading →

Posted in: Financial sector, Financials, SP 500 Valuation, Technology, Treasuries

“Forward 4-Quarter” SP 500 EPS Growth Rate Over 10% (Finally)

September 30, 2017 Brian Gilmartin Leave a comment

The expected year-over-year growth rate of the SP 500’s “forward -4-quarter” EPS finally moved over 10%, the first print over…

Continue Reading →

Posted in: Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

How do 3rd Quarter Estimates Look ?

September 16, 2017 Brian Gilmartin Leave a comment

Thomson Reuters data (by the numbers): Fwd 4-qtr est: $137.83 vs last week’s $138.05 P.E ratio: 18x PEG ratio: 1.88x…

Continue Reading →

Posted in: Apple (AAPL), Financial sector, Financials, Weekly Earnings Update

Financials: Nearing a Critical Technical Level Once Again – Put on Your Rally Caps

September 9, 2017 Brian Gilmartin Leave a comment

When looking at portfolio performance as of August 31, Microsoft, client’s largest holding performed pretty well in the month of…

Continue Reading →

Posted in: 10-year Treasury yield, CME, Financial sector, Financials, GS, JPM, SCHW

Forward SP 500 Earnings Look Very Good

August 4, 2017 Brian Gilmartin Leave a comment

Let’s run through the weekly earnings data from Thomson Reuters I/B/E/S: Forward 4-quarter estimate: $138.42 P.E ratio: 17.9(x) PEG ratio:…

Continue Reading →

Posted in: Apple (AAPL), Financial sector, Financials, Weekly Earnings Update

Post navigation

Page 17 of 35
← Previous 1 … 16 17 18 … 35 Next →

Fundamentalis

  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth
  • Market Breadth Perspective and Avoid Nike After the Guidedown

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis