Skip to content
Fundamentalis

Fundamentalis

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

7.17.13: Added Treasury ETF’s for a short-term trade

July 17, 2013 Brian Gilmartin Leave a comment

  Note the two Treasury ETF charts above. We bought both for a sh0rt-term trade today as both the IEF and…

Continue Reading →

Posted in: IEF, interest rates, TLT

7.15.13: US Steel (X) – Not for the Faint of Heart

July 15, 2013 Brian Gilmartin Leave a comment

  To continue the thought from our blog update this weekend, there was much hue and cry about technology and…

Continue Reading →

Posted in: AA, FCX, X

7.13.13 SP 500 Earnings Update: Watching for an SP 500 Breakout, to Confirm Record SP 500 Forward Earnings Estimate

July 14, 2013 Brian Gilmartin Leave a comment

A quick thanks to CNBC-Asia, Elly Whitaker, and Joanne Wong, for the interview on CNBC-Asia Monday night. We talked Alcoa (AA)…

Continue Reading →

Posted in: AA, CAT, CNBC, DE, Earnings, Financials, GE, GOOG, HYG, IBM, INTC, JNK, JPM, TBF - inverse Treasury

7.9.13: Intuitive Surgical Gets Crushed – Opportunity Looms

July 9, 2013 Brian Gilmartin Leave a comment

In the “it is better to be born lucky than smart” category, we sold all of our Intuitive Surgical (ISRG),…

Continue Reading →

Posted in: ISRG

7.6.13: SP 500 Earnings: Forward 4-quarter Estimate Reaches New Record High This Week

July 7, 2013 Brian Gilmartin Leave a comment

As we talked about last week, the “forward 4-quarter” estimate for the SP 500 reached a new record high this…

Continue Reading →

Posted in: AA, AGG, Earnings, Facebook (FB), FB, HYG, JNK, JPM, LEN, TOL, Uncategorized

Post navigation

Page 299 of 322
← Previous 1 … 298 299 300 … 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