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

Category: S&P 500

Time to Play Defense with Consumer Staples ?

November 12, 2017 Brian Gilmartin Leave a comment

There has been little mystery to what has worked this year, with the Technology sector within the SP 500 up…

Continue Reading →

Posted in: Amazon, Coca-Cola (KO), Consumer Staples, JPM, PG, S&P 500, Sector Earnings Growth Estimates

Q3 ’17 SP 500 Earnings Begin – Watch the Estimate Revisions

October 13, 2017 Brian Gilmartin Leave a comment

FC-eps estimate revisions With the big banks reporting this week, and a slew of SP 500 components reporting next week,…

Continue Reading →

Posted in: Earnings, Earnings estimate revisions, EPS estimate revisions, S&P 500, Weekly Earnings Update

Is the SP 500 Just Another Large-Cap Growth Fund ?

September 30, 2017 Brian Gilmartin Leave a comment

(This blog post could be classified as – somewhat like the Jerry Seinfeld show – a post about nothing. I’m…

Continue Reading →

Posted in: Market-Cap weights, S&P 500, Schumpeter's Creative Destruction, Technology

SP 500 Weekly Earnings Update: Whatever the Stock Market’s Issue, It isn’t Earnings

April 14, 2017 Brian Gilmartin Leave a comment

Ironic that the SP 500 and the major equity indices are correcting – with the SP 500 falling below its…

Continue Reading →

Posted in: 2017, S&P 500, Weekly Earnings Update

Looking at SP 500 Earnings from Different Perspectives

April 9, 2017 Brian Gilmartin Leave a comment

Many investors are surprised at the Q1 ’17 SP 500 earnings “expected” growth rate of 8% – 10% as the…

Continue Reading →

Posted in: Basic Materials, Financial sector, Financials, S&P 500, Sector Earnings Growth Estimates, SP 500's "upside surprise"

Post navigation

Page 2 of 25
← Previous 1 2 3 … 25 Next →

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