Skip to content
Fundamentalis

Fundamentalis

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

SP 500 Earnings: 12-week Rate-of-Change Improves

August 14, 2023 Brian Gilmartin Leave a comment

The October ’22 highs for the 10-year Treasury yield were 4.22% – 4.25% those are closing highs. There is a…

Continue Reading →

Posted in: Uncategorized

Will the US Treasury Market Have a Decade Like Stocks Did from 2000 to 2009 ? (Inflation data this week)

August 6, 2023 Brian Gilmartin Leave a comment

The SP 500 fell roughly 2.25% last week – it’s first weekly decline since mid-May ’23 – per the technical…

Continue Reading →

Posted in: 10-year Treasury yield, AGG, CPI / PPI, inflation, TLT

SP 500 Earnings: Forward Estimates Have Definitely Firmed

August 5, 2023 Brian Gilmartin Leave a comment

Last week’s blog post could have been cut-and-pasted again, and left as this week’s blog post, but it’s best to…

Continue Reading →

Posted in: 10-year Treasury yield, Weekly Earnings Update

SP 500 Earnings: Forward SP 500 EPS Estimates Have Firmed

July 28, 2023 Brian Gilmartin Leave a comment

Roughly half of the SP 500 has reported their Q2 ’23 financial results and the forward estimate has firmed up…

Continue Reading →

Posted in: NKE, SP 500 EPS "rate-of-change", Weekly Earnings Update

SP 500 Earnings: Fed Funds Hike Next Week and Microsoft / Alphabet Report

July 21, 2023 Brian Gilmartin Leave a comment

Don’t forget the FOMC release is Wednesday afternoon, July 26th, and according to the CME FedWatch tool, there is a…

Continue Reading →

Posted in: BA, Coca-Cola (KO), Energy ETF's (XLE, Energy sector, GOOGL, INTC, MSFT, Weekly Earnings Update

Post navigation

Page 58 of 324
← Previous 1 … 57 58 59 … 324 Next →

Fundamentalis

  • Netflix Earnings Summary: The Business Model is Fine, It’s PE Compression That is the Risk
  • SP 500 Earnings: One Unusual Aspect to Q3 ’25 Earnings Estimates
  • Alphabet Earnings Preview: Google’s Very Own Version of Creative Destruction
  • IBM Earnings Preview: Cash-Flow Multiples are Much More Reasonable
  • Schwab Expense Discipline Drove the Beat for the Quarter – Fair Value Now $135 per Share

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis