|Day Low/High||44.84 / 45.88|
|52 Wk Low/High||20.76 / 48.50|
I'm more focused on the production, manufacture and transport of materials raw, finished and refined than ever before.
"Just one more thing." - Lt. Columbo Berkshire Hathaway just released its 13-F. The major changes: * Added AON * Sold Synchrony and Suncor * Eliminated most of the balance of its Wells Fargo . Continuing a course of more selling than buying ...
Let's look at the companies that can go up, and the ones that can't.
Sure you can but any of these, but do not buy all of them because you will be betting against the business cycle.
The 2021 Tax Loss Selling Recovery Portfolio didn't do much in April but is soundly beating the market six months after inception.
This is that 72-hour period when the most important names report. Here's what you need to know to get through it.
Top experts discuss their best bets in the financial services and Wall Street banking group.
With freedom of speech under attack, investment banks are quietly de-emphasizing operations in the city, often shifting Asian hubs to Singapore.
* The decline in speculative stocks has been historic and broad-based - something I have been expecting for months * I remain bearish on the overall outlook for equities Yesterday's market was brutal and broad-based to the downside: * The specula...
Here's why KEY has almost always found a place on my book.
Amazingly, one group isn't just left behind, it just keeps losing money, while the other group is shrugging off this day with aplomb.
I will have more on bank stock fundies early next week. But, for now, it is increasingly clear that the 2021 EPS estimates - not unexpectedly - will be higher than previously thought. However, with the exception of banks like and - who have contin...
* The outlook worsens a bit Schwab is on my Best Ideas (short). Compared to many other financial intermediaries, SCHW reported a disappointingly small beat relative to consensus for 1Q2021. More importantly, the company's conference call revealed...
How Interesting. On Wednesday, market participants rotated out of the un-rotation that had been in vogue for most of April.
We have crypto worshippers, false idols and those who believe selling can equal betrayal.
Small-caps look like they may be near the end of a two-month-long correction.
Perhaps the most interesting result of an inflationary but not frightening CPI was visible in U.S. Treasury security markets.
The reaction to earnings from the big banks this week should give us some insight into market sentiment.
The 2021 Tax Loss Selling Recovery Portfolio is killing it, which makes it tempting to shut it down and harvest the profits, but we'll let the experiment roll on.
Could equity markets be ready to roll over? To tell you the truth, I thought that the risk to the downside had increased late last week.
Break in! Wells Fargo reports no losses or further exposure to Archegos just now.
Everyone knows the basics. Last week, the trading operation run by Bill Hwang known as Archegos Capital Management blew up.
Plus, Federal Reserve Vice Chairman Richard Clarida talks about inflation, though his description doesn't sound "transitory."
I key on Boeing as the best place to bet on China.