Skip to content
Fundamentalis

Fundamentalis

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

SP 500 Earnings Update: How have 2019 Sector Growth Rates Changed in Last 8 Weeks ?

June 1, 2019 Brian Gilmartin Leave a comment

“Worst Week for Stock Markets since Christmas” (presumably Christmas ’18). The headline is a Bloomberg quote caught while prepping the…

Continue Reading →

Posted in: Weekly Earnings Update

Financials, Overbought Utilities and the Dollar

May 29, 2019 Brian Gilmartin Leave a comment

Frustrating Financials:   Financial’s are clients 2nd largest sector weighting behind Technology for the last several years. The aboce chart…

Continue Reading →

Posted in: Financial sector, Financials, US Dollar, Utilities

Too Soon to Look at 2020 SP 500 EPS Growth ?

May 26, 2019 Brian Gilmartin Leave a comment

We are just 7 months from the calendar rolling into 2020. The first EPS estimate for 2020 was actually published…

Continue Reading →

Posted in: 2019 SP 500 earnings

SP 500 Earnings: SP 500 Earnings Yield Back above 6%

May 25, 2019 Brian Gilmartin Leave a comment

The SP 500 earnings yield was 6.05% as of Friday’s close, and the 2nd week in a row where the…

Continue Reading →

Posted in: SP 500 Earnings Yield

SP 500 Has Experienced “PE Compression” the Last 16 Months – What Now ?

May 19, 2019 Brian Gilmartin Leave a comment

This blog post on the credit markets on May 5th, gave the first reference to the SP 500 being flat over…

Continue Reading →

Posted in: PE expansion / contraction, stock market sentiment

Post navigation

Page 170 of 341
← Previous 1 … 169 170 171 … 341 Next →

Fundamentalis

  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve
  • The Major Differences Between this Bull Stock Market and the Late 1990’s
  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis