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Insightful market commentary from a fresh perspective.
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Category: Bond Market(s)

Are Investors Facing a Decade of Flat to Negative Bond Market Returns ?

March 15, 2017 Brian Gilmartin Leave a comment

There is a whole generation of investors that think that bonds and bond funds, and bond ETF’s are “safe”, i.e.…

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Posted in: 2017, 2017 Fiscal Policy, Bond Market(s), interest rates, Reversion to the mean, TLT, Treasuries

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…

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

SP 500 Weekly Earnings Update: Pay Attention to the Longer SP 500 Earnings Trends

September 10, 2016 Brian Gilmartin Leave a comment

Well. the long expected correction arrived Friday, September 9th, 2016, perhaps due to the 10-year Treasury yield breaking out of…

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Posted in: Bond Market(s), Earnings estimate revisions, Fwd 4-qtr growth rate (SP 500), interest rates, LIBOR, Weekly Earnings Update

Have We Just Begun a Secular Bear Market ?

January 25, 2016 Brian Gilmartin Leave a comment

In a word, I would say, “No”. But it’s being played up in the financial media like the recent PowerBall…

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Posted in: Bond Market(s), Financial sector, S&P 500, SP 500 corrections, SP 500 Valuation, Technology

Looking at the SP 500’s Valuation

May 13, 2015 Brian Gilmartin Leave a comment

A better title for tonight’s post might be “What is the True Growth Rate of Q1 ’15 SP 500 Earnings…

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Posted in: Apple (AAPL), Bond Market(s), Energy sector, S&P 500, SP 500 Valuation

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Fundamentalis

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  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC

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