Financial Sector

Rotations Afoot?

December 13, 2017

It started early last week, and the trend continued on Monday. An abrupt sell-off in market-leading Technology stocks coincided with meaningful gains in the Financials and [...]

The Next Leg Up

July 26, 2017

A couple weeks ago a reporter asked me about my views regarding the upcoming 2Q earnings season.  He wanted to know if corporate America, in the aggregate, will surprise to [...]

Full Circle

November 4, 2015

A strong rally to start the week yesterday finally brought the S&P 500 all the way back to pre-correction levels. The correction, which began on August 18, resulted in a [...]