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Category: Municipal 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

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

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  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth

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