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Author: Brian Gilmartin

Rotation Prospects, Corporate Credit Spreads and This and That…

August 9, 2020 Brian Gilmartin Leave a comment

First, a quick note of thanks to Jeff Miller, on his two articles on caution warranted on interpreting the nonfarm…

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Posted in: Corporate High Yield, High-Yield Credit, Nasdaq 100

SP 500 Weekly Earnings: Big Improvement in Several Sectors

August 7, 2020 Brian Gilmartin Leave a comment

  This is a graph found on the first page of “This Week in Earnings” from Refinitiv, and it shows…

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Posted in: Weekly Earnings Update

SP 500 Earnings Update, and a Gold (GLD) Comment

July 31, 2020 Brian Gilmartin Leave a comment

What looks like a long-term breakout on the chart is not. The all-time-high on September 26th, 2011, was $185.85 for…

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Posted in: GLD, SP 500 Earnings Yield

SP 500 Weekly Earnings Update: Song Remains the Same – Steady Improvement in Forward Quarters

July 24, 2020 Brian Gilmartin Leave a comment

Led Zeppelin’s great tune notwithstanding, the SP 500 earnings patterns for Q3, Q4 ’20 and into early 2021 remain positive.…

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Posted in: Weekly Earnings Update

Corporate Credit Markets Remain in Good Shape

July 19, 2020 Brian Gilmartin Leave a comment

The name of the bond market game since Covid-19 hit, if it can be summarized in one sentence, is that…

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Posted in: 10-year Treasury yield, Bond Market Liquidity, Bond Market(s), Corporate High Yield, Credit markets, Vanguard Investment Grade ETF (BIV)

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