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 half-percentage point last…
Read more Why bond yields are rising and what stock investors should do about thatThis 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, we’re taking our…
Read more We’re hiking our price targets on Nvidia and two other rallying portfolio stocksThe 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 endless negative prattle…
Read more Cramer: The Cassandras are wrong about the market (again) — here’s why I’m upbeatNot 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 justify recent market…
Read more Here’s what an overbought market and endless negativity tell me to do this weekWe’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 Club financials Morgan…
Read more How we feel about banks being required to bolster rainy-day funds after SVB failureWhat the heck really did happen on Friday, when the Dow jumped 700 points on a strong jobs reading ? Why such a viscerally positive reaction to an…
Read more Cramer: This is my game plan for the week ahead after Friday’s surprise rallyWe 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 such an outstanding…
Read more Here’s what I want to see before buying in a stock market that stumbled on solid bank earningsThe countdown is on. Earnings season is set to kick off Friday with the banks, one of ours among them. The whole sector came under heavy pressure last…
Read more This Friday could hold the key to our bank stocks and the direction of the market for weeksPhew, that was close. Too close. I think that there was so much fear engendered by the events of the last 72 hours since Silicon Valley Bank collapsed…
Read more We’re looking for stocks to buy for the Club now that regulators saved SVB depositors
