Skip to content
Fundamentalis

Fundamentalis

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

Expected SP 500 Q2 ’18 Sector Revenue Growth

July 7, 2018 Brian Gilmartin Leave a comment

Here is what the Street is expecting – by sector – for Q2 ’18 revenue growth: Energy: +19.9%, vs +17.8%…

Continue Reading →

Posted in: SP 500 Earnings Yield, SP 500 Revenue Growth, Weekly Earnings Update

“Is America Running Out of Workers ?”

July 4, 2018 Brian Gilmartin Leave a comment

With the 4th of July holiday falling where it does this year – in the middle of the workweek –…

Continue Reading →

Posted in: US jobs growth

Current Portfolio Positioning Heading into the 2nd Half 2018

July 1, 2018 Brian Gilmartin Leave a comment

As a long-time believer in the “sector” approach to investing, watching Technology and Financial’s lead the bull market of the…

Continue Reading →

Posted in: Portfolio Allocations and Weights

Style Box Update: Large-Cap Growth vs Value Divergence Getting A Lot of Attention

June 30, 2018 Brian Gilmartin Leave a comment

  About every 6 weeks, this blog puts out a Style Box update on the various returns difference between small,…

Continue Reading →

Posted in: Style analysis

SP 500 Weekly Earnings Update: A Quick Look at the SP 500 Forward Earnings Curve

June 29, 2018 Brian Gilmartin Leave a comment

Next week, as we roll into the 3rd quarter of 2018, the “forward 4-quarter estimate” should jump to (approximately) $168…

Continue Reading →

Posted in: Forward SP 500 earnings curve, Weekly Earnings Update

Post navigation

Page 197 of 341
← Previous 1 … 196 197 198 … 341 Next →

Fundamentalis

  • 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
  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis