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Insightful market commentary from a fresh perspective.
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Growing Worries Over Rising Interest Rates

October 5, 2020 Brian Gilmartin Leave a comment

Sam LaDuc over at Samantha LaDuc trading out of the Boston area, published this missive on Election Risks and Opportunities…

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Posted in: Uncategorized

Long-Term SP 500 Returns, Election Event Risk, Financial Sector and More

October 4, 2020 Brian Gilmartin Leave a comment

Jeff Miller, over at A Dash of Insight, posted this missive (www.dashofinsight.com/weighing-the-week-ahead-should-investors-change-course-because-of-the-potus-diagnosis/) this weekend questioning whether investors should chance course…

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Posted in: 10-year Treasury yield, Average Annual Return, Bespoke, Financial sector, Financials

Weekly Earnings and a Look at SP 500’s Valuation Metrics

October 2, 2020 Brian Gilmartin Leave a comment

Every quarter, JP Morgan’s Dr. David Kelly and the JP Morgan Research team publish their “Guide to the Market”, which…

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Posted in: Uncategorized

Quarter-end Data Points and Top 10 Holdings

October 1, 2020 Brian Gilmartin Leave a comment

One of the spreadsheets kept since 2011 is the actual EPS and revenue growth by quarter and by sector for…

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Posted in: Standard & Poors Earnings Data, Weekly Earnings Update

More on average, annual return and Tough Week for High-Yield 

September 27, 2020 Brian Gilmartin Leave a comment

Almost a month ago this chart (https://fundamentalis.com/?p=10598) was posted. and what got my attention after the article was posted was…

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Posted in: annual return, BlackRock, HYG, inflation, interest rates

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Fundamentalis

  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25
  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?

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