Skip to content
Fundamentalis

Fundamentalis

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

SP 500 “Earnings Yield” Jumps to 6.1% / Forward Growth Rate to 20%

February 9, 2018 Brian Gilmartin Leave a comment

Given the market action this week, i wondered if Street analysts would pull in their bullishness on forward SP 500…

Continue Reading →

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

What Years Saw Strong SP 500 Earnings Growth but Little Return on the Benchmark ?

February 7, 2018 Brian Gilmartin Leave a comment

The two most glaring examples are 1994 and 2011. We’ve written about these years before as examples of years where…

Continue Reading →

Posted in: PE expansion / contraction

How Have 2018 Growth Expectations Changed by Sector ?

February 3, 2018 Brian Gilmartin Leave a comment

  This blog post (see link) was written last December, 2017, and given tax reform and the hefty 6% return for…

Continue Reading →

Posted in: Financial sector, Financials, Sector Earnings Growth Estimates, Technology

2018 Estimated SP 500 Earnings Growth Rises to 18%

February 2, 2018 Brian Gilmartin Leave a comment

Last week, this blog post was shown in order for readers to get a sense for how fast SP 500…

Continue Reading →

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

What’s Driving this Stock Market – P.E Expansion or Earnings Growth ?

January 28, 2018 Brian Gilmartin Leave a comment

Here is the data: Estimated 2018 SP 500 EPS growth, with accompanying P.E 1/26/2018: +16%, 18.7x 1/19/2018: +15%, 18.5x 1/12/2018:…

Continue Reading →

Posted in: Earnings estimate revisions, PE expansion / contraction, S&P 500

Post navigation

Page 190 of 323
← Previous 1 … 189 190 191 … 323 Next →

Fundamentalis

  • Financials Report This Week: Citi and JPMorgan Kick-Off the Big Banks Tuesday Morning
  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis