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

Category: Energy sector

The SP 500 Forward Growth Rate and the Energy Metric I am Watching

May 2, 2015 Brian Gilmartin Leave a comment

U. Karlewitz, a blogger who does some great chart work and analysis, posted on SP 500 earnings last night, noting…

Continue Reading →

Posted in: Energy sector, Fwd 4-qtr growth rate (SP 500)

Looking at Select Energy Estimates pre Q1 ’15 Reports

April 1, 2015 Brian Gilmartin Leave a comment

Everyone knows Energy is going to be a mess when the q1 ’15 earnings reports start in two weeks, first…

Continue Reading →

Posted in: Crude oil / Energy, Energy sector, HAL, SLB, XOM

Here is One Important Energy Metric Being Closely Watched

March 30, 2015 Brian Gilmartin Leave a comment

Expected 2015 Energy sector growth rates are a mess if you’ve been reading this blog regularly, although the stocks aren’t…

Continue Reading →

Posted in: Crude oil / Energy, Energy sector, XOM

More on SP 500 Earnings: “Earnings Weight” vs “Market Cap”

March 22, 2015 Brian Gilmartin Leave a comment

Greg Harrison of Thomson Reuters was kind enough to shoot me T/R’s table of the breakdown in SP 500 sectors,…

Continue Reading →

Posted in: Earnings, Earnings Weight vs Market Cap, Energy sector, Financial sector, Financials, Sector Earnings Growth Estimates, Technology

SP 500 Weekly Earnings Update: Ex-Energy, and Dollar, Expect Pretty Strong Q1 ’15 Earnings from SP 500

March 20, 2015 Brian Gilmartin Leave a comment

By the numbers, according to Thomson Reuters “This Week in Earnings” as of Friday, March 20, 2015: —————- Forward 4-quarter…

Continue Reading →

Posted in: Crude oil / Energy, Energy sector, Financial sector, Financials, US Dollar, Weekly Earnings Update

Post navigation

Page 21 of 28
← Previous 1 … 20 21 22 … 28 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