Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Category: Technology

SP 500 Earnings: Fed Will Cut Fed Funds 25 bp’s Next Thursday, November 7th

November 1, 2024 Brian Gilmartin Leave a comment

Above is the CME’s Fedwatch, cut-and-pasted this morning after the October non-farm payroll report, showing a 99.4% probability of a…

Continue Reading →

Posted in: Communications sector, Consumer Discretionary, Financial sector, Financials, Technology, Weekly Earnings Update

SP 500 Earnings: Quarterly Bump Next Week Leaves Forward Estimate Near $267, or a 21x PE

September 28, 2024 Brian Gilmartin Leave a comment

Here’s a quick look at how Q3 and Q4 ’24 EPS and revenue growth have trended since early in ’24.…

Continue Reading →

Posted in: Technology, Weekly Earnings Update

SP 500 Earnings: How Have Q3 ’24 Sector Growth Rates Changed since Mid-August ’24 ?

September 23, 2024 Brian Gilmartin Leave a comment

Technology is officially “oversold” per the technical barometers that track market breadth, stochastics, etc. etc. Tech being oversold is not…

Continue Reading →

Posted in: 2024 SP 500 EPS estimates, Technology

Which SP 500 Sectors – from an Earnings Perspective – Are Shaping Up for a Healthy 2025 ?

August 31, 2024 Brian Gilmartin Leave a comment

Despite Mag 7 price action, tech sector forward estimates are still rising. Looking at estimated earnings growth for full-year 2024…

Continue Reading →

Posted in: 2025 SP 500 expected sectors growth rates, Sector Earnings Growth Estimates, Technology Filed under: 2025 expected sector growth rates

SP 500 Earnings: Capex is not Earnings / Tech Revisions Still Positive

July 26, 2024 Brian Gilmartin Leave a comment

Occasionally this blog posts this – what is essentially a net income chart from LSEG I/B/E/S – for the SP…

Continue Reading →

Posted in: Capex, GOOG, GOOGL, MSFT, Technology

Post navigation

Page 3 of 21
← Previous 1 2 3 4 … 21 Next →

Fundamentalis

  • Fed Rate Hike Coming This Week, Deteriorating Market Breadth, and more on International
  • Oracle Reports Tonight: Chart Has Improved, but Free-Cash-Flow is Still Grim
  • SP 500 Earnings: Expected 2027 SP 500 EPS Growth Might Make For a Tougher Year
  • International Investing: International Outperformance vs SP 500 is Healthy, and it’s Still Early
  • Walmart Earnings Summary: Staying the Course, Looking to Add to the Stock

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis