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

  • SP 500 Earnings: Tech Sector Revisions Still Robustly Positive
  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25
  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis