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

Month: July 2017

SP 500 Weekly Earnings Update: Big Jump In Forward Estimate – Here is Why

July 8, 2017 Brian Gilmartin Leave a comment

Per Thomson Reuter’s “This Week in Earnings” (by the numbers) as of 7/7/17: Fwd 4-qtr estimate: $139.21 P.E ratio: 17.5(x)…

Continue Reading →

Posted in: 10-year Treasury yield, Forward SP 500 earnings curve, Fwd 4-qtr growth rate (SP 500), Technology, Weekly Earnings Update

SP 500 Remains Reasonably Valued

July 7, 2017 Brian Gilmartin Leave a comment

Dr. David Kelly and the JP Morgan research team publish a quarterly “Guide to the Markets” which I’ve always thought…

Continue Reading →

Posted in: Bespoke, SP 500 Valuation

Should We Be Worried about Technology and the Nasdaq Here ?

July 4, 2017 Brian Gilmartin Leave a comment

Lots of angst around the QQQ’s and the “head-and-shoulders” that looks to be in place (according to some technicians). The…

Continue Reading →

Posted in: Apple (AAPL), Financial sector, Financials, QQQ, Technology

The Quarterly Bump, Interest Rates and SP 500 Earnings

July 1, 2017 Brian Gilmartin Leave a comment

Interest Rates:  The yield on the 10-year Treasury rose 15 bp’s this past week, a sizable move relative to the…

Continue Reading →

Posted in: Forward SP 500 earnings curve, Weekly Earnings Update

Post navigation

Page 2 of 2
← Previous 1 2

Fundamentalis

  • Style-Box Update: Growth Comes Roaring Back
  • Schwab Trades Above Resistance: Next Stop is Late ’21 All-Time-Highs
  • Cisco Earnings Preview: The Networking Giant has Averaged 3% Revenue Growth pear Year since 2010
  • Inflation Expectations vs. 10-year Treasury Yield – the (2nd) Great Conundrum
  • Fixed-Income Annual Returns and Falling Crude Oil Prices

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis