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Author: Brian Gilmartin

SP 500 Looks Cheap with a 1.59% Treasury Yield

August 20, 2019 Brian Gilmartin Leave a comment

(This blog post was written Friday night, August 16th but inadvertently saved as a “draft” instead of being published. It’s…

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Posted in: 10-year Treasury yield, Thomson Market Risk Premium

Banks and Financials: Can They Get Much Cheaper ?

August 19, 2019 Brian Gilmartin Leave a comment

The Financial sector has been an overweight for some time in client accounts, and it’s hurt performance the last two…

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Posted in: Financial sector, Financials

Are We on the Verge of Another 2008 Market Event ?

August 18, 2019 Brian Gilmartin Leave a comment

Reading the headlines this week around the 800 point drop in the Dow, which was the largest point drop ever…

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Posted in: 2008 Financial Crisis, SP 500 dividend yield, SP 500 free-cash-flow yield

StyleBox Analysis Update: Large-Cap Growth Still in the Lead

August 12, 2019 Brian Gilmartin Leave a comment

  After “value” started out 2019 pretty well, outperforming “growth”, large and mid-cap growth have widened the lead again from…

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Posted in: Style analysis, Uncategorized

Stock Market Sentiment: Can it Get Much Worse ?

August 11, 2019 Brian Gilmartin Leave a comment

Jeff Miller, (www.dashofinsight.com) had a great title to his blog post this weekend “Get Out, Hide Out or Ride it…

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Posted in: Jim Cramer and TheStreet, stock market sentiment, thestreet.com

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