Skip to content
Fundamentalis

Fundamentalis

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

Energy, Commodities and Emerging Markets

May 7, 2017 Brian Gilmartin Leave a comment

Having never owned the Emerging Markets (EM’s) in any form or fashion in the 1990’s and then staying out of…

Continue Reading →

Posted in: Amazon, Apple (AAPL), Brazil (EWZ), Commodities, Copper (JJC), Crude oil / Energy, Currency, EEM, Emerging Market ETF's (EEM, Emerging Markets, Facebook (FB), Uncategorized, US Dollar, VWO)

SP 500 Earnings: Big Jump in SP 500’s Forward 4-Qtr Growth Rate

May 6, 2017 Brian Gilmartin Leave a comment

To cut to the chase, here is the chronological progression of the SP 500’s forward growth rate: 5/5/17: +9.8% 4/28/17:…

Continue Reading →

Posted in: 2017, 2017 Fiscal Policy, Apple (AAPL), Energy ETF's (XLE, Energy sector, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

SP 500 Earnings Look Great: +13.6% y/y growth – How do Forward Earnings Look ?

April 29, 2017 Brian Gilmartin Leave a comment

In two words, SP 500 forward earnings look “pretty good”. Per Thomson Reuters “This Week in Earnings” Q1 ’17 SP…

Continue Reading →

Posted in: Apple (AAPL), Energy ETF's (XLE, Energy sector, FB, Weekly Earnings Update

Will Tech and Financials Struggle Here?

April 23, 2017 Brian Gilmartin Leave a comment

95 of the Sp 500 companies have reported Q1 ’17 earnings as of Friday, April 21, ’17 per Thomson Reuters…

Continue Reading →

Posted in: EEM, Emerging Market ETF's (EEM, Emerging Markets, Energy ETF's (XLE, Energy sector, Financial sector, Financials, MSFT, Oil Services Co's, Technology, VWO)

SP 500 Weekly Earnings Update: Energy, Commodities, Emerging Markets (Oh My)

April 22, 2017 Brian Gilmartin Leave a comment

With Schlumberger’s (SLB) report Friday morning, the Energy sector weighting was reduced by selling the OIH. Despite very easy compare’s…

Continue Reading →

Posted in: 2017, 2017 Fiscal Policy, AA, Commodities, Emerging Market ETF's (EEM, Emerging Markets, F, GE, GM, X

Post navigation

Page 207 of 322
← Previous 1 … 206 207 208 … 322 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