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Fundamentalis

Insightful market commentary from a fresh perspective.
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7.18.14: How Bond Positions Can Reduce Portfolio Volatility

July 18, 2014 Brian Gilmartin Leave a comment

You always want to be careful when making blanket statements around any investing topic, but if one studies the math…

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Posted in: AGG, Asset allocation, Bond Funds, Bond Market(s)

7.11.14: SP 500 Earnings Update: The Forward Growth Rate and Why It Is Important

July 12, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuters, the forward 4-quarter estimate for the SP 500 fell $0.02 this week to $126.75 from last week’s…

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Posted in: AA, Basic Materials, Earnings, Earnings estimate revisions, Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), S&P 500, Sector Earnings Growth Estimates, Weekly Earnings Update

7.7.14: Trends in SP 500 Sector Revenue Growth

July 7, 2014 Brian Gilmartin Leave a comment

Finally got motivated and put this spreadsheet together on recent sector revenue trends within the SP 500: FCSP500revgro(qtrly) The Thomson…

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Posted in: S&P 500, SP 500 Revenue Growth

7.5.14: Weekend Readings – Blogs, Tweets and Others You Must Read

July 6, 2014 Brian Gilmartin Leave a comment

This week, Alcoa starts off q2 ’14 earnings season on Tuesday night after the closing bell. Let me get this…

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Posted in: AA, Basic Materials, CNBC, FCX, HYD, HYG, Weekend Link Fest, X

7.4.14: Weekly Earnings Update: Expect q2 ’14 SP 500 Earnings Growth in 9% – 9.5% Neighborhood

July 4, 2014 Brian Gilmartin Leave a comment

Because of the quarterly bump into the July quarter, (and, according to Thomson Reuters), the forward 4-quarter estimate this week…

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Posted in: AA, Earnings estimate revisions, S&P 500, Sector Earnings Growth Estimates, SP 500 Revenue Growth, Weekly Earnings Update, WFC

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Fundamentalis

  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25
  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • 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

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