Skip to content
Fundamentalis

Fundamentalis

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

SP 500 Weekly Earnings Update: Did the Re-Naming of Chicago’s Sox Park Call a Top in the Bond Market ?

August 27, 2016 Brian Gilmartin Leave a comment

Doug Kass, the famed author of “The Edge” column at Jim Cramer’s Street.com, and a noted bear who gave the…

Continue Reading →

Posted in: Municipal High Yield, stock market sentiment, Taxable High Yield, TBF - inverse Treasury, TLT, TNX

The Energy Sector, Including and Excluding Exxon

Brian Gilmartin Leave a comment

Exxon (XOM) and Chevron (CVX) are the two big giants in the Energy sector. Both companies combine for a whopping…

Continue Reading →

Posted in: Energy ETF's (XLE, Energy sector, XOM

Looking at Top 5 Stocks in SP 500 – Market Cap / Earnings Weight Influence on SP 500 Earnings

August 23, 2016 Brian Gilmartin Leave a comment

This weekend, some time was spent looking at how the top 5 stocks in the SP 500 (SPY ETF) looked…

Continue Reading →

Posted in: Amazon, Apple (AAPL), AT&T (T), JNJ, JPM, MSFT, Telco, XOM

SP 500 Weekly Earnings Update: Drilling Down into the Forward Estimate Revisions

August 20, 2016 Brian Gilmartin Leave a comment

With the unofficial end of Q2 ’16 earnings season this week, with the Walmart report, investors now look forward to…

Continue Reading →

Posted in: Energy ETF's (XLE, Energy sector, Technology, Weekly Earnings Update, XOM

More on the Tech Sector: Expected Tech Sector EPS Growth With and w/out Apple

August 18, 2016 Brian Gilmartin Leave a comment

Thomson Reuters provided some useful earnings data on the SP 500’s Technology sector, so this is an update to this…

Continue Reading →

Posted in: Apple (AAPL), Technology

Post navigation

Page 241 of 340
← Previous 1 … 240 241 242 … 340 Next →

Fundamentalis

  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either
  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1
  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again
  • Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis