Timothy Connolly CFA

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Timothy Connolly CFA

Timothy Connolly CFA

@SconsetCapital

I run a portfolio based on the Dogs of the Dow. I pick 2 or 3 stocks from the 11 S&P economic sectors with relatively high dividends and rebalance occasionally.

NYC Beigetreten Ağustos 2009
3.6K Folgt8.4K Follower
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Ian Miles Cheong
Ian Miles Cheong@ianmiles·
Wow.
Elon Musk@elonmusk

@mtaibbi In light of concerns about Baker’s possible role in suppression of information important to the public dialogue, he was exited from Twitter today

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Timothy Connolly CFA
Timothy Connolly CFA@SconsetCapital·
Okay. 1 year from now... Will yields on 1 year Treasuries be higher or lower than 4.5%?
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zerohedge
zerohedge@zerohedge·
*CREDIT SUISSE AIMS TO LURE CLIENTS BACK WITH HIGH DEPOSIT RATES CSS tokens next
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Paul R. La Monica
Paul R. La Monica@LaMonicaBuzz·
Dow down more than 300. S&P 500 and Nasdaq each off more than 1%. So much for the Santa Claus rally? Well, I do see a lot of red.
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Timothy Connolly CFA
Timothy Connolly CFA@SconsetCapital·
The focus has turned from peak Fed to how bad will earnings get. They will get bad, but I think we have priced in a lot of that already but we may not have seen the bottom yet.
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Mike Zaccardi, CFA, CMT 🍖
Mike Zaccardi, CFA, CMT 🍖@MikeZaccardi·
Once the Fed stops hiking, the S&P 500 gains 14% on average the next 12 months
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Timothy Connolly CFA
Timothy Connolly CFA@SconsetCapital·
Top 5 Stocks: $KO $ED $LMT $AVGO $CSCO Bottom 5 Stocks (smallest first): $HBI $PARA $VZ $PFE $MMM
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Robert Sietsema
Robert Sietsema@robertsietsema·
Love ham from New Jersey!
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