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

Category: TLT

The 10-Year Treasury Yield and a Year of P.E Compression ?

April 1, 2018 Brian Gilmartin Leave a comment

Always grateful when the thoughtful and measured Jeff Miller, the author of one of Seeking Alpha’s more popular weekly columns,…

Continue Reading →

Posted in: 10-year Treasury yield, AGG, Bond Market(s), S&P 500, SP 500 forecast(s), TBF - inverse Treasury, TLT

Is the Treasury and Assorted Bond Markets in Trouble ?

February 19, 2018 Brian Gilmartin Leave a comment

  This graph, lifted from Chris Kimble Solutions, the great technician out of Cincinnati, show shows the 10-year Treasury yield…

Continue Reading →

Posted in: 10-year Treasury yield, 2017 Fiscal Policy, 2017 Tax reform, AGG, TLT, TNX, Treasuries

The Bond Market is the Risk in 2018

December 23, 2017 Brian Gilmartin Leave a comment

Supposedly, the old-school Sicilian Mafia have an old saying, “the snake lays coiled in Napoli” which supposedly means that in…

Continue Reading →

Posted in: 10-year Treasury yield, Bond Market Liquidity, Bond Market(s), TBF - inverse Treasury, TLT

TLT Poised for Breakout ? Wouldn’t Be a Plus for Stock Market

August 23, 2017 Brian Gilmartin Leave a comment

Since this blog post, the 10-year Treasury yield has fallen, which has put the TLT (below) close to breaking its downtrend…

Continue Reading →

Posted in: 10-year Treasury yield, TLT

Are Investors Facing a Decade of Flat to Negative Bond Market Returns ?

March 15, 2017 Brian Gilmartin Leave a comment

There is a whole generation of investors that think that bonds and bond funds, and bond ETF’s are “safe”, i.e.…

Continue Reading →

Posted in: 2017, 2017 Fiscal Policy, Bond Market(s), interest rates, Reversion to the mean, TLT, Treasuries

Post navigation

Page 1 of 5
1 2 … 5 Next →

Fundamentalis

  • SP 500 Weekly Earnings Update: Higher Forward Revisions Thanks to Financials
  • Big Week for Financial Sector Earnings Reports: Here’s a Quick Preview of a Few Names
  • SP 500 Weekly Earnings Update: Forward Estimate now $183. Average 2020/2021 Together to Get Read on Growth Rates.
  • Style Box Update / Scary Stats / Top 10 Holdings as of 3/31/21
  • SP 500 Weekly Earnings Update: New “Forward 4-Qtr Estimate” is $180 (ish)

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2021 Fundamentalis