Skip to content
Fundamentalis

Fundamentalis

Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Style-Box Update 11/15/21 – Large-Cap Growth Reasserts Itself, But Value Working Too

November 16, 2021 Brian Gilmartin Leave a comment

  This blog’s “Style-Box Update” done every 6 weeks is being posted this morning in the spreadsheet above, and it…

Continue Reading →

Posted in: 2022, Secular Bull Market, Style analysis

SP 500 Earnings: SP 500 Earnings Beginning to “Return to Normal”

November 14, 2021 Brian Gilmartin Leave a comment

Flow out to the East Coast Friday for dinner with a new client, and I remember thinking “Everyone’s nervous, and…

Continue Reading →

Posted in: Uncategorized

SP 500 Weekly Update: $4 Jump in ’21 Estimate; 2022 Still Murky

November 5, 2021 Brian Gilmartin Leave a comment

The SP 500 2021 full-year calendar estimate rose this week to $205.21 from $201.34, which is probably a function of…

Continue Reading →

Posted in: Weekly Earnings Update

SP 500 “Upside Surprises” / Russell 2000 / Taper and Rising Crude Oil and EV supply

November 2, 2021 Brian Gilmartin Leave a comment

There are a lot of these charts floating around of the possible pending breakout of the Russell 2000 above the…

Continue Reading →

Posted in: 2022, Crude oil / Energy, Electric vehicles (EV), Russell 2000

SP 500 Weekly Earnings Part II: Since 10/1/21, How Have Q4 ’21 “Expected” Sector Revenue Growth Rates Changed?

October 30, 2021 Brian Gilmartin Leave a comment

For the quick answer, actually very little: Cons Disc: +9.6% today vs 11.2% on 10/1/21 Cons Spls: +5.2% today vs…

Continue Reading →

Posted in: Weekly Earnings Update

Post navigation

Page 113 of 345
← Previous 1 … 112 113 114 … 345 Next →

Fundamentalis

  • Walmart Earnings Summary: Staying the Course, Looking to Add to the Stock
  • 10-Year Treasury Yield Chart and What 2027 Energy Sector Estimates are Saying
  • Walmart Earnings Preview: The Flywheel is Still Flywheelin’ but Ultimately, Operating Margin Needs to Improve
  • SP 500 EPS / Revenue Growth, and Amazon Earnings
  • Bond Markets Getting Oversold; Fed Funds Futures Indicate the FOMC Will Stand Pat on Wednesday, July 29th

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis