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 Update: Expected Q3, Q4 ’20 Revenue Growth Continues to Improve

September 11, 2020 Brian Gilmartin Leave a comment

Each week, when the core IBES data by Refinitiv is dropped into the spreadsheets, I try and think about which…

Continue Reading →

Posted in: Weekly Earnings Update

SP 500 Earnings Update: Sequential Improvements Continue for Benchmark’s EPS

September 4, 2020 Brian Gilmartin Leave a comment

Ahead of the long weekend, here is what the SP 500 earnings data looks like, compliments of IBES data by…

Continue Reading →

Posted in: Weekly Earnings Update

SP 500 Earnings: “Forward 4-Qtr Estimate” Continues to Improve

August 31, 2020 Brian Gilmartin Leave a comment

First two-day vacation this weekend in – well – a while, which fortunately kept me off the blogs. Apologies for…

Continue Reading →

Posted in: DataTrek, Weekly Earnings Update

SP 500 Earnings: Some Doubt Entering Q4 ’20 Estimates

August 21, 2020 Brian Gilmartin Leave a comment

  Here is the latest y/y growth estimates – by sector – for the SP 500 as published by IBES…

Continue Reading →

Posted in: Weekly Earnings Update

SP 500 Earnings, Style Box Update, and the Russell 2000

August 16, 2020 Brian Gilmartin Leave a comment

The 2’s – 10’s Treasury note spread widened out to 57 basis points this week, the widest spread since (wait…

Continue Reading →

Posted in: 10-year Treasury yield, Russell 2000, Style analysis, Weekly Earnings Update

Post navigation

Page 44 of 106
← Previous 1 … 43 44 45 … 106 Next →

Fundamentalis

  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
  • 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)

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis