Skip to content
Fundamentalis

Fundamentalis

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

Don’t Forget Emerging Markets / International For Your Portfolio

February 15, 2021 Brian Gilmartin Leave a comment

Although the speculative fever isn’t there like the late 1990’s, the fact is the “average, annual” returns of Emerging Markets…

Continue Reading →

Posted in: EEM, Emerging Market ETF's (EEM, Emerging Markets, International (Non-US), VWO)

Style-Box Analysis: Watch the Rotation from Large-Cap to Small-Cap

February 13, 2021 Brian Gilmartin Leave a comment

It’s always tough to find a title for this blog post every 6 weeks since there are many ways to…

Continue Reading →

Posted in: Style analysis

Weekly Earnings Update: The 10-Year Treasury Yield Closes at 1.20% This Week

February 12, 2021 Brian Gilmartin Leave a comment

The headline to tonight’s post isn’t really an “earnings-related” topic, but the 10-year Treasury yield bottomed right around the Jackson…

Continue Reading →

Posted in: 10-year Treasury yield, Weekly Earnings Update, WMT

Continued Higher Revisions on Forward SP 500 EPS Estimates

February 7, 2021 Brian Gilmartin Leave a comment

This weekend, the lack of any material change to SP 500 sector growth rates is puzzling, given that there is…

Continue Reading →

Posted in: SP 500's "upside surprise", Weekly Earnings Update

Sp 500 Weekly Earnings Update: How Have 2021 Expected Sector Growth Rates Changed ?

February 5, 2021 Brian Gilmartin Leave a comment

The SP 500 rose 4.6% this past week, after falling over 3% last week. The fact that January ’21’s SP…

Continue Reading →

Posted in: Weekly Earnings Update

Post navigation

Page 115 of 331
← Previous 1 … 114 115 116 … 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