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

Category: Bond Market(s)

The 10-Year Treasury Yield and a Year of P.E Compression ?

April 1, 2018 Brian Gilmartin Leave a comment

Always grateful when the thoughtful and measured Jeff Miller, the author of one of Seeking Alpha’s more popular weekly columns,…

Continue Reading →

Posted in: 10-year Treasury yield, AGG, Bond Market(s), S&P 500, SP 500 forecast(s), TBF - inverse Treasury, TLT

A Secular Bull Market – Is this Bull Now 5 or 9 years Old ?

March 10, 2018 Brian Gilmartin Leave a comment

Listening to the financial media every day, and watching the stock and bond markets trade, there is always an “immediacy”…

Continue Reading →

Posted in: 2018, Bond Market(s), Great Depression, Secular Bull Market

SP 500 Still Reasonably Valued – Doesn’t Mean the Benchmark Won’t Have a Tough Year

February 18, 2018 Brian Gilmartin Leave a comment

  Each quarter, we get the JP Morgan “Guide to the Markets” which I think is chock full of good…

Continue Reading →

Posted in: Bond Market(s), PE expansion / contraction, S&P 500, SP 500 Valuation

Could 2018 See 3.9% Unemployment for the First Time Since 1960’s?

January 4, 2018 Brian Gilmartin Leave a comment

https://data.bls.gov/timeseries/LNU04000000?periods=Annual+Data&periods_option=specific_periods&years_option=all_years The above link is a data set from the BLS for post World War II unemployment rates, and with…

Continue Reading →

Posted in: 10-year Treasury yield, 2017 Fiscal Policy, 2017 Tax reform, 2018, Bond Funds, Bond Market(s), Financial sector, Financials

The Bond Market is the Risk in 2018

December 23, 2017 Brian Gilmartin Leave a comment

Supposedly, the old-school Sicilian Mafia have an old saying, “the snake lays coiled in Napoli” which supposedly means that in…

Continue Reading →

Posted in: 10-year Treasury yield, Bond Market Liquidity, Bond Market(s), TBF - inverse Treasury, TLT

Post navigation

Page 9 of 15
← Previous 1 … 8 9 10 … 15 Next →

Fundamentalis

  • Cisco Earnings Preview: More Cautious After Recent Events
  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • 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

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis