Skip to content
Fundamentalis

Fundamentalis

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

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: 2025 SP 500 EPS Estimate Still Rising (Albeit Slowly)

August 30, 2024 Brian Gilmartin Leave a comment

It could have been Wilfred Frost, or it could have been another CNBC interviewer this morning (Friday, August 30 ’24),…

Continue Reading →

Posted in: Weekly Earnings Update

SP 500 Earnings: Nvidia Earnings Overshadow the July GDP and PCE Data

August 27, 2024 Brian Gilmartin Leave a comment

With Jay Powell’s Jackson Hole Speech last Friday morning, and the FOMC’s new (apparent) commitment to lowering the fed funds…

Continue Reading →

Posted in: 10-year Treasury yield, GDP, Nvidia (NVDA), PCE / PCE Core, PCE data, Weekly Earnings Update

SP 500 Earnings: Strong Week for SP 500. Don’t Discount Currency Issues Too Lightly.

August 17, 2024 Brian Gilmartin Leave a comment

The SP 500 rose 4.50% last week, but the YTD return of 17.85% as of Friday, August 19th, ’24 is…

Continue Reading →

Posted in: Bond Market(s) annual return, Weekly Earnings Update, Yen

Walmart Earnings Preview: E-Commerce and New Biz Ventures Could be More Lucrative Than Thought

August 11, 2024 Brian Gilmartin Leave a comment

The one thing about Walmart if you’ve followed them over the years (and this blog has modeled the financials since…

Continue Reading →

Posted in: Amazon, Consumer Staples, Costco (COST), WMT

Post navigation

Page 50 of 348
← Previous 1 … 49 50 51 … 348 Next →

Fundamentalis

  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis