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Category: HYG

2.2.14: Weekend LinkFest: Is the 2-Year Presidential Cycle, Right Analog for this 2014 Stock Market ?

February 2, 2014 Brian Gilmartin Leave a comment

With the SP 500 down 3% in January ’14, and as January is thought of as the January Barometer, and…

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Posted in: AA, AGG, Basic Materials, DE, HYG, IBM, ISRG, Weekend Link Fest, X

1.19.14: Weekend Linkfest: The 2-Year Presidential Cycle Gains Traction

January 19, 2014 Brian Gilmartin Leave a comment

@361Capital and Blaine Rollins. Health Care continues to lead SP 500 this year-to-date. 361’s Monday night piece is one of…

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Posted in: AA, Basic Materials, HYG, JNK, Weekend Link Fest

12.22.13: Weekend Links of Some Gravitas

December 22, 2013 Brian Gilmartin Leave a comment

One of the best tweets of the week, from Josh Brown (naturally) who linked this Harvard study noting that for…

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Posted in: BAC, BBY, Bond Market(s), CME, FCX, Financial sector, Financials, HPQ, HYG, JCP, JNK, Municipal Bond market, Uncategorized, Weekend Link Fest

9.28.13 SP 500 Earnings Update: The Sentiment Shifts in This Bull Market Remain its Most Compelling Trait

September 29, 2013 Brian Gilmartin Leave a comment

Reflection of the week: when they shovel dirt on top of me, (hopefully not anytime soon), I want to go…

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Posted in: AA, BAC, Bond Funds, Bond Market(s), bond proxy, CNBC, Earnings, FCX, Financial sector, Financials, HYD, HYG, IEF, interest rates, MUB, Municipal Bond market, S&P 500, TBF - inverse Treasury, TLT, X

9.7.13: SP 500 Earnings Update: Filling In Some Earnings-Related Blanks

September 8, 2013 Brian Gilmartin Leave a comment

In 2013, our best call for clients this year was our Facebook (FB) long, which we detailed hereĀ and our best…

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Posted in: Earnings, Facebook (FB), FB, FDX, Financial sector, Financials, HYG, JNK, LEN, S&P 500, TOL, Uncategorized

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