Lincoln National Corp. (LNC)

Higher interest rates across the curve benefit asset-sensitive companies like the banks and insurance companies. , , and (on Best Ideas List) have lagged , , and . I expect the insurance stocks to play some catch up over the last half of this year.

"I am trying to elevate small talk to medium talk." -- Larry David Every day at about this hour I review my trading/investing of the last 1-2 days. Upon that review I am pleased -- but I am not patting myself in the back (this is part of my process ...

I have covered my Lincoln National short (last week I covered MetLife short) at $77.90 and I am taking both companies off my Best Ideas List.

While I am out this afternoon, I will be offering the following shorts (but I live slightly above the market) in the following names: Morgan Stanley , Goldman Sachs , Netflix , General Motors , Lincoln National , Caterpillar , and Action Alerts PLUS...

Please note that iShares Barclays 20+ Year Treasury Bond ETF  is now at the high of the day (+$0.52). The reversal in money center banks shares has been conspicuous. (Citigroup is -$4 from its premarket high). The 10-year US note yield, as expected,...

In the early-morning bond session, the yield on the 10-year U.S. note touched 2.20%. That was my short-term objective in my Trade of the Week, long ProShares UltraShort 20+ Year Treasury . (Remember, the yield closed at 2.06% last Friday).  Yesterda...

Steve Cortes' chart (below) exhibits the breakdown in financial stocks.   Financial stocks -- Morgan Stanley , Goldman Sachs , Bank of America , Citigroup , JPMorgan Chase , MetLife and Lincoln National -- represent my largest sector short exposure ...

"I satirize at all times, and my hyperboles are as nothing compared to the events to which they refer." - Marshall McLuhan    We are stuck in a fantasy legislative land.    Goldman Sachs gets on board with my Hurricane Harvey/Budget view.    Sell te...

I wanted to piggyback on my closing comments yesterday with some additional worrisome observations on the financials and fixed-income markets:  * Banks/financials were down by about 3% on Tuesday. From The Divine Ms. M's opener this morning:   But i...

I am short a broad list of financials: Bank of America , Citigroup , JPMorgan Chase , Goldman Sachs , Morgan Stanley , MetLife and Lincoln National .   Here is one of the reasons for this position: The gap between 2 and 10-year Treasury yields has s...

Hartford Financial is conspicuous (in the black) against a sea of red in insurance stocks (Metropolitan Life , Lincoln National , and Prudential much lower).  

We had a question regarding the MetLife Brighthouse spinoff in our Comments Section this week. I responded that I didn't think it would have much of an impact on MetLife's shares (my Trade of the Week as a short along with Lincoln National ).   Citi...

"Raindrops on roses And whiskers on kittens Bright copper kettles and warm woolen mittens Brown paper packages tied up with strings These are a few of my favorite things"  -- Julie Andrews, My Favorite Things Here are my top ten favorite shorts (wit...

Shorting trades of the week -- Lincoln National at $69.09 and MetLife $56.17 -- now.

Let's see if this week's Trade of the Week -- short MetLife and Lincoln National -- that we outlined in today's opener can be comparable to last week's short bonds -- long ProShares UltraShort 20+ Year Treasury -- and the prior week's long Twitter (...

* Weak organic growth, lower interest rates and risks of a stock market correction will produce continued poor life insurance return on equity (ROE) * Excessive valuations  This shortened week's "Trade of the Week" is shorting life insurance -- name...

Friday's session was relatively quiet -- as expected -- with some action in the Russell rebalancing.   Once again, the Nasdaq led the S&P Index.   Banks and other financials led to the downside - with Goldman Sachs (down another -$3) and Morgan Stan...

I have added to my Twitter long (my Trade of the Week). I established a small Dillard's long and I am bidding on a scale lower. I am offering more MetLife  , Lincoln National  Goldman Sachs  , Morgan Stanley  , Bank of America  , Citigroup  and JPMo...

"For a day where the S&P was essentially flat, there was a lot going on beneath the surface. Just a few days ago, everyone was so excited about the rally, but I pointed out that the cumulative advance/decline line (breadth) had not made a higher hig...

I have reestablished my shorts in Morgan Stanley , Goldman Sachs , Metlife and Lincoln National this morning. All four stocks are on my Best Ideas List.

I am above the market and offering the following on the short side today: Starbucks , Citigroup , Bank of America , JPMorgan , Morgan Stanley , Goldman Sachs , Met Life , Lincoln National and Fastenal .

As mentioned in my opening missive as well as in a post yesterday,  it remains my view that the uber popular bank stocks -- among them Bank of America , Citigroup  and JPMorgan Chase -- and other selected financials, such as MetLife , Lincoln Nation...

"Wishin' and hopin' and thinkin' and prayin' Plannin' and dreamin' each night of his charms That won't get you into his arms."   -- Dusty Springfield Wishin' and Hopin'  Hartford Financial's  stock price performance relative to other life insurers i...

I am putting three money center banks -- Bank of America , Citigroup and JP Morgan  -- on my Best Ideas List (short). This will make seven financials on my Best Ideas List (short) -- the others are Morgan Stanley , Goldman Sachs , MetLife and Lincol...

The outlook for financial stocks appears less rosy than the bulls think. Given the 15-month low in the US Citigroup Surprise Index discussed in my opening missive this morning -- it appears that, once again, that consensus domestic economic expectat...

"Success breeds complacency. Complacency breeds failure. Only the paranoid survive." - Andy Grove   Perhaps this qualifies as a potential warning from "Uncle" Bob Farrell's ten lessons of investing.   Frankly, I thought dumping Ford's Fields was idi...