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

Category: Municipal High Yield

Talking Bond and Credit Markets After Jackson Hole

August 30, 2021 Brian Gilmartin Leave a comment

The above graph from the St. Louis Fed’s database shows the option-adjusted-spread (OAS) on the investment-grade or high-grade corporate bond…

Continue Reading →

Posted in: Corporate High Yield, Credit markets, High-Yield Credit, Municipal Bond market, Municipal High Yield

On the Stock and Bond Markets Today, and This and That

June 20, 2021 Brian Gilmartin Leave a comment

Still a secular bull equity market:  2000 through 2002 was a pretty painful bear market for the SP 500, and…

Continue Reading →

Posted in: Corporate High Yield, Credit markets, Municipal Bond market, Municipal High Yield, Secular Bull Market

Municipal Bonds – Don’t Ignore with Higher Taxes and Budget Relief Ahead

February 3, 2021 Brian Gilmartin Leave a comment

Short post tonight, but it’s been one thought about for a few weeks. Municipal bonds have done well since the…

Continue Reading →

Posted in: 10-year Treasury yield, Municipal Bond market, Municipal High Yield

Corporate Credit Spreads Continue to Improve

June 21, 2020 Brian Gilmartin Leave a comment

Many thanks to Jeff Miller at www.dashofinsight.com for picking up yesterday’s SP 500 Earnings Update post on his blog this…

Continue Reading →

Posted in: Bond Market Liquidity, Bond Market(s), Corporate High Yield, Credit markets, High-Yield Credit, HYG, Municipal Bond market, Municipal High Yield

Can the US Bond Market see a Decade of Flat to Negative Returns as the SP 500 did in the 2000’s ?

November 13, 2016 Brian Gilmartin Leave a comment

Jeff Gundlach, the “new” media-appointed Bond King in the last year, (and Jeff has made some good calls) who runs…

Continue Reading →

Posted in: Bond Funds, Bond Market Liquidity, Bond Market(s), MUB, Municipal Bond market, Municipal High Yield, TBF - inverse Treasury, TLT, Treasuries

Post navigation

Page 1 of 3
1 2 3 Next →

Fundamentalis

  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?
  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis