Skip to content
Fundamentalis

Fundamentalis

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

Are Retail Investors Still Reliving 2008 ?

April 23, 2018 Brian Gilmartin Leave a comment

5 weeks ago, Jason Zweig of the Wall Street Journal wrote a great article about the loss of trust in…

Continue Reading →

Posted in: Secular Bull Market, stock market sentiment

SP 500 Earnings Might be Less Important than Bond Market in 2018

April 21, 2018 Brian Gilmartin Leave a comment

We are roughly 1/3rd of the way through 2018, and despite a rapid increase in the SP 500 forward estimate…

Continue Reading →

Posted in: Weekly Earnings Update

What’s the Probability that the 10-yr Treasury Yield Breaks Above late 2013 High ?

Brian Gilmartin Leave a comment

(The weekly SP 500 earnings update will be out early Sunday morning – the close in the 10-year Treasury yield…

Continue Reading →

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

10-Year Treasury Yield Bumping High End of Recent Range

April 20, 2018 Brian Gilmartin Leave a comment

The 10-year Treasury yield is two bp’s away from its 2018 high of 2.95% and through that level is 3%…

Continue Reading →

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

Energy Sector: Overbought, but it May Not Matter

April 18, 2018 Brian Gilmartin Leave a comment

Bernie Schaeffer of Schaeffer’s Investment Research published this piece on Sunday, April 15th. (See below the dotted line.) So far…

Continue Reading →

Posted in: Energy ETF's (XLE

Post navigation

Page 205 of 343
← Previous 1 … 204 205 206 … 343 Next →

Fundamentalis

  • SP 500 Earnings: Quarterly Bump, 4th Year in a Row of +10% Returns, SP 500 Earnings Yield
  • Thinking About the 60% / 40% Balanced Portfolio – “Average, Annual” Bond Returns
  • Micron Technology Earnings Summary: Perspective on the Memory Cycle and Micron’s Business Model Adjustments To It
  • Nike Earnings Preview: Valuation More Reasonable, but EPS / Revenue Estimate Revisions Still Moving Lower
  • SP 500 Earnings: These Expected EPS Growth Rates for Forward Quarters Seem Unsustainable

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis