Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Tag: Monetary policy

On the Fed Being Behind the Curve (Again), Secular Bull Markets, and Annual Returns

September 5, 2022 Brian Gilmartin Leave a comment

The thought looking at the softening economic data, is that the Fed and Jay Powell could be “behind the curve”…

Continue Reading →

Posted in: annual return, Housing, Monetary policy, Monthly payroll report, SP 500 long-term returns Filed under: Monetary policy

Fundamentalis

  • Coca-Cola: Earnings Quality Still Not Great
  • Market’s Rotation A Lot Like March, 2000, with One Major Difference
  • Walmart Earnings Preview: Tariff Compares Should Get Easier But Valuation Still Quite Lofty
  • Style-Box Update: Value Outperforms Across All Market-Caps
  • SP 500 Earnings: Jump in SP 500 EPS This Week. Japan Election This Weekend

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis