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Month: June 2019

How Clients Top Weightings Performed through May 31 ’19

June 6, 2019 Brian Gilmartin Leave a comment

The SP 500 was still up 10.58% as of May 31, even though the month of May was pretty ugly…

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Posted in: Corporate High Yield, HYG, Top 10 Client Holdings

SP 500 Earnings Update: How have 2019 Sector Growth Rates Changed in Last 8 Weeks ?

June 1, 2019 Brian Gilmartin Leave a comment

“Worst Week for Stock Markets since Christmas” (presumably Christmas ’18). The headline is a Bloomberg quote caught while prepping the…

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Posted in: Weekly Earnings Update

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Fundamentalis

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  • Market’s Rotation A Lot Like March, 2000, with One Major Difference
  • Walmart Earnings Preview: Tariff Compares Should Get Easier But Valuation Still Quite Lofty

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