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[ad_1] Bond traders are at it again, pushing Treasury yields higher and signaling the Federal Reserve was too heavy-handed when it cut interest rates by a...
[ad_1] This week’s strong market pushed three of our portfolio stocks well clear of our current price targets. Since these rallies look like they have legs,...
[ad_1] The boogeymen continue to be fictional, despite endless attempts to drum up fear and hasten the departure of millions of scared investors. I’m calling the...
[ad_1] Not a great setup. There are too many articles and postings about how we are overdoing artificial intelligence, and how there’s not enough substance to...
[ad_1] We’re more apt to view the latest rumblings about a possible boost to bank capital requirements through a buyer’s lens when it comes to our...
[ad_1] What the heck really did happen on Friday, when the Dow jumped 700 points on a strong jobs reading ? Why such a viscerally positive...
[ad_1] We just had three fantastic quarters from three disparate banks, and I didn’t read a good word about them. Think about this. JPMorgan (JPM) reported...
[ad_1] The countdown is on. Earnings season is set to kick off Friday with the banks, one of ours among them. The whole sector came under...
[ad_1] Phew, that was close. Too close. I think that there was so much fear engendered by the events of the last 72 hours since Silicon...