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Category: Municipal High Yield

SP 500 Weekly Earnings Update: Did the Re-Naming of Chicago’s Sox Park Call a Top in the Bond Market ?

August 27, 2016 Brian Gilmartin Leave a comment

Doug Kass, the famed author of “The Edge” column at Jim Cramer’s Street.com, and a noted bear who gave the…

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Posted in: Municipal High Yield, stock market sentiment, Taxable High Yield, TBF - inverse Treasury, TLT, TNX

2016 Earnings and Market Outlook: Too Easy to be Bearish

November 19, 2015 Brian Gilmartin Leave a comment

Having been fortunate to write for Jim Cramer’s “TheStreet.com” for about 10 years (I’m fairly sure Jim thought I was…

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Posted in: Apple (AAPL), Crude oil / Energy, EEM, Emerging Markets, Energy sector, Fwd 4-qtr growth rate (SP 500), GE, Municipal Bond market, Municipal High Yield, WMT

11.20.14: Bond Market Update: Municipals outperformed Corporates Handily in 2014

November 20, 2014 Brian Gilmartin Leave a comment

We’ve had a tougher year in our balanced and fixed income accounts, mainly because like the 99% of the other…

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Posted in: Asset allocation, Bond Funds, Bond Market Liquidity, Bond Market(s), MUB, Municipal Bond market, Municipal High Yield, Uncategorized

9.11.14: Evaluating Bond Market’s Liquidity Risk – the Silent Killer

September 10, 2014 Brian Gilmartin Leave a comment

High blood pressure is widely known as “the silent killer” for good reason. This blog post is a continuation of…

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Posted in: Bond Market Liquidity, Bond Market(s), HYD, HYG, MCO, Municipal Bond market, Municipal High Yield, Taxable High Yield

8.12.14: Where is the Inflation 5 years into the Economic Recovery ?

August 12, 2014 Brian Gilmartin Leave a comment

Our two “top-down” trades that have gone wrong in 2014, have been the yield curve flattening, where we thought rates…

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Posted in: Bond Market(s), HYD, Municipal Bond market, Municipal High Yield, Taxable High Yield, TBF - inverse Treasury, TLT

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Fundamentalis

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  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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