Skip to content
Fundamentalis

Fundamentalis

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

SP 500 Weekly Earnings Update: New “Forward 4-Qtr Estimate” is $180 (ish)

April 4, 2021 Brian Gilmartin Leave a comment

With the turn into the new quarter on April 1, normally IBES by Refinitiv provides the “bottom-up” quarterly estimates for…

Continue Reading →

Posted in: Weekly Earnings Update

Weekly Earnings Update: EPS Revisions Remain Positive (Yawn)

March 27, 2021 Brian Gilmartin Leave a comment

Not to be trivial about it, but little has changed in terms of the upward revisions to EPS estimates for…

Continue Reading →

Posted in: Weekly Earnings Update

Apple and Microsoft are almost 50% of the Tech sector’s EPS Weight

March 21, 2021 Brian Gilmartin Leave a comment

Last week, this blog wrote about the upward revisions in Tech sector EPS estimates. As of Friday, March 19th, 2021,…

Continue Reading →

Posted in: Apple (AAPL), CSCO, INTC, MSFT, Technology

SP Weekly Earnings Update: Not Much Change – Revisions Remain Positive

March 19, 2021 Brian Gilmartin Leave a comment

Starting the earnings update with a Twitter post from Ryan Detrick of LPL Financial. In particular note the sector return…

Continue Reading →

Posted in: SP 500 estimate revision data, Weekly Earnings Update

The Tech Sector – Expected 2021 EPS Growth Rates Continue to be Revised Hgher

March 18, 2021 Brian Gilmartin Leave a comment

Everyone is watching the relationship between the 10-year Treasury yield and the QQQ’s or Nasdaq 100 ETF. While there will…

Continue Reading →

Posted in: Technology

Post navigation

Page 113 of 331
← Previous 1 … 112 113 114 … 331 Next →

Fundamentalis

  • International Annual Returns, The Breakout in the Nikkei, and Top 10 Holdings
  • Don’t Expect SP 500 Earnings to Call a Market Top
  • Boeing Earnings Summary: Added to Positions After 10% Drop This Week
  • SP 500 Earnings: Check the SP 500 EPS Revisions for 2027
  • Boeing Earnings Preview: Don’t Give up on the Aerospace Giant

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis