Skip to content
Fundamentalis

Fundamentalis

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

Q3 ’17 SP 500 Earnings, Ex-Energy and Ex-Financials

November 10, 2017 Brian Gilmartin Leave a comment

While Energy is still lapping the very easy compares from 2016, the Financial sector is a big drag on Q3…

Continue Reading →

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

What is Worrisome about this Stock Market, and Where Readers Might Find Value

November 5, 2017 Brian Gilmartin Leave a comment

Two items read this week, were a little worrisome: 1.) Liz Ann Sonders, Schwab’s great strategist, posted this to Twitter…

Continue Reading →

Posted in: Bespoke, Biotech, Biotech sector / earnings, CME, EEM, Emerging Market ETF's (EEM, Emerging Markets, GS, Horan Capital, JPM, QQQ, SeeitMarket, stock market sentiment, Technology

SP 500 Earnings: How Are the 4th Quarter, ’17 Sector Earnings Growth Estimates Shaping up ?

November 4, 2017 Brian Gilmartin Leave a comment

Here is the blog post from October 8. 2017, where Q4 ’17 was looked at initially, relative to July 1…

Continue Reading →

Posted in: Basic Materials, Earnings estimate revisions, Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), Technology

SP 500 Earnings: Forward 4-Qtr Growth rate hits +10.58%; Still Not Seeing P.E Expansion

Brian Gilmartin Leave a comment

The year-over-year growth rate of the SP 500 forward earnings estimate tracks the “expected” forward growth rate of SP 500…

Continue Reading →

Posted in: PE expansion / contraction, Weekly Earnings Update

SP 500 Earnings: Keeping an Eye on 2018 Estimates – How Much is Tax Reform Related ?

October 28, 2017 Brian Gilmartin Leave a comment

The big tech sector earnings reports on Thursday, October 26th, 2017, led to a big upside day for the Nasdaq…

Continue Reading →

Posted in: Financial sector, Financials, GE, MSFT, Thomson Reuters TWIE, Weekly Earnings Update

Post navigation

Page 208 of 334
← Previous 1 … 207 208 209 … 334 Next →

Fundamentalis

  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?
  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change
  • Probability Grows for Below-Average Returns in 2026

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis