Skip to content
Fundamentalis

Fundamentalis

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

SP Earnings: The Big Banks Report Friday, April 14th and Thoughts on a Credit Crunch

April 9, 2023 Brian Gilmartin Leave a comment

Quite a bit happening this week: there is the March ’23 CPI and PPI data coming Wednesday and Thursday of…

Continue Reading →

Posted in: CPI / PPI, Financials, Weekly Earnings Update

Financial sector: Q1 ’23 and 2023 Actually Faces Easier Compares vs 2022

April 1, 2023 Brian Gilmartin Leave a comment

Thinking about yesterday’s post, it was surprising to see the Financial sector with expected EPS growth for Q1 ’23 of…

Continue Reading →

Posted in: Financial sector, Financials, JPM

SP 500 Earnings: What Do Q1 ’23 Earnings and Revenue Expectations Look Like ?

March 31, 2023 Brian Gilmartin Leave a comment

The SP 500 weekly data: The forward 4-quarter estimate (FFQE) fell this week to $220.49 from last week’s $221.34, and…

Continue Reading →

Posted in: Weekly Earnings Update

Financial Sector Earnings – Any Changes Since SVB Collapse ?

March 27, 2023 Brian Gilmartin Leave a comment

Looking at the two blog posts from this weekend, I realized the key SP 500 data metrics weren’t updated as…

Continue Reading →

Posted in: Financial sector, Financials

February ’23 PCE Data This Week, First Republic and the Regional Bank ETF

March 26, 2023 Brian Gilmartin Leave a comment

Here’s the list of pending economic data to be released this final week of March ’23 (from Briefing.com), and while…

Continue Reading →

Posted in: Dr. David Kelly, PCE data

Post navigation

Page 64 of 325
← Previous 1 … 63 64 65 … 325 Next →

Fundamentalis

  • Boeing Earnings Preview: Administration Support Could be Important Tailwind, As BA Digs Out of Deep Hole
  • 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

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis