Skip to content
Fundamentalis

Fundamentalis

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

Q2 ’18 Earnings – A Couple of Flies in the Ointment

July 28, 2018 Brian Gilmartin Leave a comment

The Bespoke Report is – in my opinion – one of the best weekly summaries of market-related, and econ-related and…

Continue Reading →

Posted in: Bespoke, Earnings, Technology, Weekly Earnings Update

First Look at Q2 ’18 Advance GDP This Week

July 22, 2018 Brian Gilmartin Leave a comment

The first look at Q2 ’18 GDP will be Friday morning, July 27th, 2018 and expectations have risen sharply throughout…

Continue Reading →

Posted in: 10-year Treasury yield, Bond Market Liquidity, Bond Market(s)

This Market is Nothing Like the Late 1990’s (Except for One Metric)

July 20, 2018 Brian Gilmartin Leave a comment

Having lunch with a client yesterday in downtown Chicago, the discussion around the market was how today’s SP 500 action…

Continue Reading →

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

Weekly SP 500 Earnings Update

July 15, 2018 Brian Gilmartin Leave a comment

From Thomson Reuters “This Week in Earnings”: Forward 4-qtr est: $168.26 vs last week’s $168.23 PE ratio: 16.6x PEG ratio:…

Continue Reading →

Posted in: SP 500 Earnings Yield, Weekly Earnings Update

Treasuries Nearing a Key Juncture – Something’s Gotta Give

July 10, 2018 Brian Gilmartin Leave a comment

(The Weekly Earnings Update will be delayed this coming weekend – it likely wont hit your inbox until Sunday night,…

Continue Reading →

Posted in: 10-year Treasury yield, Bond Market(s)

Post navigation

Page 189 of 334
← Previous 1 … 188 189 190 … 334 Next →

Fundamentalis

  • 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 ?
  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis