Skip to content
Fundamentalis

Fundamentalis

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

Netflix Earnings Preview: Expectations Rather “Meh” Pre-Earnings – Likely a Good Thing

October 20, 2025 Brian Gilmartin Leave a comment

Reading some of the sell-side notes coming into Netflix’s (NFLX) Q3 ’25 earnings release on Tuesday night, October 21, ’25…

Continue Reading →

Posted in: Netflix

3rd Year in a Row of Double-Digit SP 500 Returns

October 19, 2025 Brian Gilmartin Leave a comment

With 10 weeks left in the 2025 calendar year, the SP 500 (total return) has returned +14.47% YTD, which places…

Continue Reading →

Posted in: SP 500 annual return

SP 500 Earnings: Financial Sector Earnings Push Forward Estimates Higher

October 18, 2025 Brian Gilmartin Leave a comment

Despite the worries over the regional bank credit situation this week, it didn’t seem to impact the forward estimates for…

Continue Reading →

Posted in: Weekly Earnings Update

International Annual Returns / Breakout in EMXC

October 16, 2025 Brian Gilmartin Leave a comment

International funds and ETF’s have outperformed the SP 500 this year, primarily due to the weaker dollar. This was the…

Continue Reading →

Posted in: Emerging Markets, EMXC, International (Non-US), Japan and Nikkei

SP 500 Earnings: Crude Oil, First Brands, and Financials Set the Tone This Week

October 12, 2025 Brian Gilmartin Leave a comment

According to LSEG, there will be 35 SP 500 companies reporting this week, a lot of them from the financial…

Continue Reading →

Posted in: Crude oil / Energy, Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

Post navigation

Page 5 of 334
← Previous 1 … 4 5 6 … 334 Next →

Fundamentalis

  • 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
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis