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Author: Brian Gilmartin

8.9.14: Surveying the Blog and Twittersphere – Articles We Found Interesting

August 10, 2014 Brian Gilmartin Leave a comment

We haven’t done a Linkfest in a while. Tadas Viskanta’s “Abnormal Returns” is the gold standard amongst the blog distributor’s,…

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Posted in: CSCO, HYD, HYG, Municipal High Yield, Retail, Taxable High Yield, Weekend Link Fest, WMT

8.9.14: SP 500 Weekly Earnings Update: q4 ’14 Earnings Growth Shaping Up Very Nicely

August 9, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuter’s, “This Week in Earnings”, the forward 4-quarter estimate for the SP 500 fell this week to $126.78…

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Posted in: Weekly Earnings Update

8.5.14: Is Liquidity Becoming an Issue for Fixed-Income Markets ?

August 5, 2014 Brian Gilmartin Leave a comment

Having been fortunate to be invited to a fixed-income roundtable this morning to hear John Miller of Nuveen’s High Yield…

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

8.3.14: SP 500 Earnings Update: Q3 and Q4 ’14 Earnings Estimates Continue to Impress

August 3, 2014 Brian Gilmartin Leave a comment

  Per Thomson Reuters’s, “This Week in Earnings” the forward 4-quarter EPS estimate fell $.07 this week to $127.00 even,…

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Posted in: F, Weekly Earnings Update

7.27.14: Update on SP 500 Corrections – Recent Weakness in the Taxable High Yield Bond Market

July 27, 2014 Brian Gilmartin Leave a comment

SP500corrections The above link is our/my internal spreadsheet noting the last few year’s history of SP 500 corrections. Note how in…

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Posted in: HYG, JNK, Russell 2000, S&P 500, SP 500 corrections, Taxable High Yield

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Fundamentalis

  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve
  • The Major Differences Between this Bull Stock Market and the Late 1990’s
  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings
  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either

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