Skip to content
Fundamentalis

Fundamentalis

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

11.23.13: Weekend Linkfest – Other Investors Worth Reading

November 24, 2013 Brian Gilmartin Leave a comment

There are a lot of quality “linkfests” which get distributed daily / weekly. I have to do this since it…

Continue Reading →

Posted in: BAC, CME, Energy sector, Facebook (FB), FB, JPM, Weekend Link Fest

11.23.13: 2014 Year-End SP 500 Values (and Expected SP 500 Returns) Under Different Earnings Scenarios

November 23, 2013 Brian Gilmartin Leave a comment

As we alluded to with our Earnings Update last night, the following is our second pass at 2014’s expected year-end values…

Continue Reading →

Posted in: S&P 500, SP 500 forecast(s)

11.23.13: SP 500 Earnings Update: 2014 SP 500 Earnings Growth Should be Stronger than 2013’s 7% – 8%

Brian Gilmartin Leave a comment

Per ThomsonReuters, the forward 4-quarter estimate for the SP 500 fell $0.16 last week to $117.72. The p.e ratio on…

Continue Reading →

Posted in: Earnings, Earnings estimate revisions, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

11.18.13: Updating the SP 500 “Forward 4-Quarter” Growth Rate

November 18, 2013 Brian Gilmartin Leave a comment

A key metric not often understood, the “forward 4-quarter growth rate” is something we calculate using the ThomsonReuter’s “Forward 4-quarter”…

Continue Reading →

Posted in: Fwd 4-qtr growth rate (SP 500)

11.17.13: A Brief History of Weekly Earnings Revisions for 9,000 Public Companies

November 17, 2013 Brian Gilmartin Leave a comment

  In a perfect example of the navel-gazing we (I) do around SP 500 earnings data, the very detailed and elaborate…

Continue Reading →

Posted in: Earnings estimate revisions

Post navigation

Page 301 of 333
← Previous 1 … 300 301 302 … 333 Next →

Fundamentalis

  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change
  • Probability Grows for Below-Average Returns in 2026
  • SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week
  • International Equity Annual Returns: Non-Correlated to the US Returns and Don’t Forget Japan
  • Annual Fixed Income Returns: Emerging Markets Lead, Muni’s Lag

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis