- Investment Strategy
Focusing on the Banks
Jul 9, 2021Read MoreFinancial stocks have performed extremely well over the past year. The entire index is up roughly 70% in the past 12 months as COVID related fears have subside…
- Investment Strategy
Quality Isn’t Just for Stormy Weather
Jun 3, 2021Read MoreWith over 98% of the S&P 500 now having reported first-quarter results, it seems like a good time to take stock. Data obtained from Bloomberg show that S&a…
- Investment Strategy
Bad Bull Market Decisions
May 27, 2021Read MoreBull markets are wonderful. Investors get richer. Mistakes get glossed over. Corporate America expands, and folks feel smarter. This one could last a lot longe…
- Investment Strategy
The Cream Will Rise to the Top
May 19, 2021Read MoreAround 20 years ago, when Farr, Miller & Washington was just about five years old, the capital markets were rocked by two of the largest corporate frauds i…
- Investment Strategy
Banks Still Waiting for Liftoff
Apr 21, 2021Read MoreThe banks have been reporting first-quarter earnings over the past week, and the results have been lackluster. But I’ll start with the good news. Credit is tre…
- Investment Strategy
Curb Your Enthusiasm? What I Didn’t Say on Halftime Report
Apr 15, 2021Read MoreOur great host Scott Wapner reported that a number of the big banks were issuing cautionary warnings on the stock market. Bank of America authored “Curb Your E…
- Investment Strategy
After the Half: What I Didn’t Say on Halftime Report
Mar 16, 2021Read MoreToday on Halftime Report, the panel got into a heated discussion about the possibility of a correction. Scott Wapner asked me and I said I believe the market i…
- Investment StrategyStock Market
What’s Going On With GameStop?
Feb 4, 2021Read MoreIn this week's Market Commentary, I thought I would take a stab at explaining the dramatic volatility in GameStop last week. The topic can get pretty complicat…
- Investment Strategy
Playing It Down the Middle
Jan 28, 2021Read MoreThere is an epic debate raging in the investment community, and whichever side prevails will have a massive edge over the losing side. This topic is front and …
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