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

Category: Weekly Earnings Update

SP 500 Earnings: “Upside Surprise” Very Strong / 2-Year Treasury Yield Tells All

April 28, 2023 Brian Gilmartin Leave a comment

The “upside surprise” or beat rates for Q1 ’23 SP 500 earnings are quite strong, with the recent IBES by…

Continue Reading →

Posted in: Consumer Discretionary, 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

SP 500 Earnings: PE Expansion vs Contraction – Providing Some Color to the Earnings Narrative

April 16, 2023 Brian Gilmartin Leave a comment

The SP 500 is up +8.27% YTD (per the Morningstar data), while expected S&P 500 earnings (EPS) growth in 2023…

Continue Reading →

Posted in: PE expansion / contraction, Tesla, Weekly Earnings Update

SP Earnings: The Big Banks Report Friday, April 14th and Thoughts on a Credit Crunch

April 9, 2023 Brian Gilmartin Leave a comment

Quite a bit happening this week: there is the March ’23 CPI and PPI data coming Wednesday and Thursday of…

Continue Reading →

Posted in: CPI / PPI, Financials, Weekly Earnings Update

SP 500 Earnings: What Do Q1 ’23 Earnings and Revenue Expectations Look Like ?

March 31, 2023 Brian Gilmartin Leave a comment

The SP 500 weekly data: The forward 4-quarter estimate (FFQE) fell this week to $220.49 from last week’s $221.34, and…

Continue Reading →

Posted in: Weekly Earnings Update

Post navigation

Page 19 of 107
← Previous 1 … 18 19 20 … 107 Next →

Fundamentalis

  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis