Timothy Connolly CFA

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.

[Timothy Connolly CFA @SconsetCapital]

Did Warnock just get the Heisman?

[Ian Miles Cheong @ianmiles]

Wow.

[Timothy Connolly CFA @SconsetCapital]

Felon In Training.

Start small, dream big!

[1010 WINS on 92.3 FM @1010WINS]

Here's a curious crime: Man steals 10 empty envelopes from Bronx gas station, NYPD says
https://t.co/stjYFjTiMA

[Timothy Connolly CFA @SconsetCapital]

Is Butch still at large?

[NYPD NEWS @NYPDnews]

UPDATE: Sundance Oliver is in custody, pending charges.

[Timothy Connolly CFA @SconsetCapital]

Okay.

1 year from now...

Will yields on 1 year Treasuries be higher or lower than 4.5%?

[Timothy Connolly CFA @SconsetCapital]

@MZHemingway Can two pilates instructors find love at Christmas?

[Timothy Connolly CFA @SconsetCapital]

Fist bump?

[Reuters @Reuters]

China's Xi to arrive in Riyadh on Wednesday to meet Saudi and Arab leaders https://t.co/CrMLAVxHhY

[Timothy Connolly CFA @SconsetCapital]

@zerohedge Dogesuisse?

[Timothy Connolly CFA @SconsetCapital]

@RichardGrenell @maggieNYT @Twitter @TheJusticeDept Is Trump doing it?

[Timothy Connolly CFA @SconsetCapital]

@LaMonicaBuzz You know what?

Bear market.

;)

[Timothy Connolly CFA @SconsetCapital]

@mollyfprince Happens every four years...

[Timothy Connolly CFA @SconsetCapital]

@AnthonyDiComo https://t.co/YwMQ6MlrNb

[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.

[Timothy Connolly CFA @SconsetCapital]

@MikeZaccardi Gangnam Style!

[Timothy Connolly CFA @SconsetCapital]

Top 5 Stocks:

$KO
$ED
$LMT
$AVGO
$CSCO

Bottom 5 Stocks (smallest first):

$HBI
$PARA
$VZ
$PFE
$MMM

[Timothy Connolly CFA @SconsetCapital]

That's racist!!!

[New York Post Metro @nypmetro]

MTA looks to redesign subway turnstiles to crack down on rampant fare beating https://t.co/b6DYZROOZU

[Timothy Connolly CFA @SconsetCapital]

Has it Jumped The Shark?

[zerohedge @zerohedge]

*TREASURY 2-10 YEAR INVERSION DEEPENS TO 81.8BP, MOST SINCE 1981.

[Timothy Connolly CFA @SconsetCapital]

@robertsietsema In South Jersey they call it Pork Roll De Bayonne!

[Timothy Connolly CFA @SconsetCapital]

FITCH SLAPPED!!!

[Stare Decisis @MsResJudicata]

Fitch cuts world growth outlook over soaring rates
See more on...
https://t.co/JB5gIyPcw2

[Timothy Connolly CFA @SconsetCapital]

How long until Verlander gets injured?