Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Category: Financials

Financial, Technology and Energy Sectors: Historical and Expected EPS, Revenue Growth

July 9, 2023 Brian Gilmartin Leave a comment

This coming Friday, July 14, ’23 we’ll see the financial results for a number of banks and other financial services…

Continue Reading →

Posted in: Energy sector, Financial sector, Financials, Technology

SP 500 Earnings This Week: Financials Report Earnings / June CPI and PPI Too

July 8, 2023 Brian Gilmartin Leave a comment

SP 500 data: The forward 4-quarter estimate (FFQE) saw it’s quarterly bump this week, with the FFQE jumping to $230.26…

Continue Reading →

Posted in: CPI / PPI, Financial sector, Financials

Financial Sector: Earnings Holding Up Better Than You’d Think

July 6, 2023 Brian Gilmartin Leave a comment

If you look at the YTD return for the Financial ETF (XLF) as of June 30 ’23, the -0.50% return…

Continue Reading →

Posted in: Financial sector, Financials

SP Earnings: The Big Banks Report Friday, April 14th and Thoughts on a Credit Crunch

April 9, 2023 Brian Gilmartin Leave a comment

Quite a bit happening this week: there is the March ’23 CPI and PPI data coming Wednesday and Thursday of…

Continue Reading →

Posted in: CPI / PPI, Financials, Weekly Earnings Update

Financial sector: Q1 ’23 and 2023 Actually Faces Easier Compares vs 2022

April 1, 2023 Brian Gilmartin Leave a comment

Thinking about yesterday’s post, it was surprising to see the Financial sector with expected EPS growth for Q1 ’23 of…

Continue Reading →

Posted in: Financial sector, Financials, JPM

Post navigation

Page 2 of 32
← Previous 1 2 3 … 32 Next →

Fundamentalis

  • 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
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis