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

Category: Bond Market(s)

11.20.14: Bond Market Update: Municipals outperformed Corporates Handily in 2014

November 20, 2014 Brian Gilmartin Leave a comment

We’ve had a tougher year in our balanced and fixed income accounts, mainly because like the 99% of the other…

Continue Reading →

Posted in: Asset allocation, Bond Funds, Bond Market Liquidity, Bond Market(s), MUB, Municipal Bond market, Municipal High Yield, Uncategorized

9.11.14: Evaluating Bond Market’s Liquidity Risk – the Silent Killer

September 10, 2014 Brian Gilmartin Leave a comment

High blood pressure is widely known as “the silent killer” for good reason. This blog post is a continuation of…

Continue Reading →

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

9.4.13: Chart of 10-Year Treasury Yield (TNX) – Tells You Everything

September 4, 2014 Brian Gilmartin Leave a comment

Hopefully readers can see the weekly chart of the 10-year Treasury Yield, from the TNX or the CBOE 10-Year Treasury…

Continue Reading →

Posted in: Bond Market(s), interest rates, TBF - inverse Treasury, TNX

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…

Continue Reading →

Posted in: Bond Market(s), HYD, Municipal Bond market, Municipal High Yield, Taxable High Yield, TBF - inverse Treasury, TLT

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…

Continue Reading →

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

Post navigation

Page 11 of 15
← Previous 1 … 10 11 12 … 15 Next →

Fundamentalis

  • 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
  • Probability Grows for Below-Average Returns in 2026

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis