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

Month: July 2013

7.6.13: SP 500 Earnings: Forward 4-quarter Estimate Reaches New Record High This Week

July 7, 2013 Brian Gilmartin Leave a comment

As we talked about last week, the “forward 4-quarter” estimate for the SP 500 reached a new record high this…

Continue Reading →

Posted in: AA, AGG, Earnings, Facebook (FB), FB, HYG, JNK, JPM, LEN, TOL, Uncategorized

7.5.13: Dollar’s Strength Still Not A Threat (Yet)

July 5, 2013 Brian Gilmartin Leave a comment

If there is a better chart for measuring the trade-weighted dollar, or the dollar against the world’s major currencies either…

Continue Reading →

Posted in: CAT, DE, UUP

7.5.13: Homebuilder Stocks – Correction Was Needed

Brian Gilmartin Leave a comment

        The two attached charts show both Lennar (LEN) and Toll Brothers (TOL), our two favorite homebuilders,…

Continue Reading →

Posted in: LEN, TOL

Japan Beginning to Bounce – First Japan buy today since 1995

July 2, 2013 Brian Gilmartin Leave a comment

We are updating our Nikkei post from late May, ’13 on Japan, and showing the charts of the DXJ and the…

Continue Reading →

Posted in: Japan and Nikkei, Uncategorized

Post navigation

Page 3 of 3
← Previous 1 2 3

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