Financial Sector

The Bank Dilemma

August 1, 2019

The recent plunge in interest rates should benefit Corporate America. Most obviously, companies across all sectors should enjoy lower funding costs and, in some cases, better [...]

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 [...]