Skip to content
Fundamentalis

Fundamentalis

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

1.20.14: Pension Expense: Gain in Defined Benefit Underfunding is Roughly 25% of SP 500 Net Income in 2013

January 20, 2014 Brian Gilmartin Leave a comment

We’ll assume that readers know the origins of the “defined benefit plan” within Industrial America, and how the dreaded “unfunded…

Continue Reading →

Posted in: Pension Expense

1.19.14: Weekend Linkfest: The 2-Year Presidential Cycle Gains Traction

January 19, 2014 Brian Gilmartin Leave a comment

@361Capital and Blaine Rollins. Health Care continues to lead SP 500 this year-to-date. 361’s Monday night piece is one of…

Continue Reading →

Posted in: AA, Basic Materials, HYG, JNK, Weekend Link Fest

1.18.14: SP 500 Earnings Update: Consumer Discretionary Sector Looking Wobbly

January 18, 2014 Brian Gilmartin Leave a comment

Per ThomsonReuter’s This Week in Earnings, the “forward 4-quarter” earnings estimate for the SP 500 fell $0.14 this past week…

Continue Reading →

Posted in: Consumer Discretionary, Energy sector, Financial sector, Weekly Earnings Update

1.15.14: Whole Foods Oversold, Maybe For A Good Reason

January 15, 2014 Brian Gilmartin Leave a comment

  One of our favorite retailers has gotten pretty beaten up of late, after WFM guided lower in their November…

Continue Reading →

Posted in: WFM

1.12.14: 13 years of Gradually Decelerating SP 500 Revenue Growth

January 12, 2014 Brian Gilmartin Leave a comment

Thanks to Greg Harrison of ThomsonReuters that provided the following data. We requested quarterly revenue growth for the SP 500…

Continue Reading →

Posted in: S&P 500

Post navigation

Page 281 of 318
← Previous 1 … 280 281 282 … 318 Next →

Fundamentalis

  • Inflation Expectations vs. 10-year Treasury Yield – the (2nd) Great Conundrum
  • Fixed-Income Annual Returns and Falling Crude Oil Prices
  • International Returns Starting to Shine, But Probably Not Like March, 2000 through 2007
  • Big Jump in Q1 ’25 SP 500 EPS: “Upside Surprise” for Q1 ’25 is +7%
  • SP 500 Earnings: Updating Q2 ’25 EPS Trends / Q1 ’25 Earnings Look Great

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis