Section
Banking
70 posts
Banks Are Slipping—and Wells Fargo Is Leading the Wrong Way Down
by SIACharts.com Wells Fargo & Company currently carries an SIA SMAX Score of 2 out of 10, indicating…
JPM vs. the Market: How One Bank Quietly Outperformed by 50%
by SIACharts.com In our last report on August 14, 2024, we highlighted JP Morgan Chase & Co (JPM),…
Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in
At Picton Mahoney’s Alternative Exchange1 event in mid-November 2024 (you’ll have to register to watch it, and it’s worth it), three of the industry’s boldest voices—David Picton (CEO at Picton Mahoney Asset Management), Mike Wilson ( Chief U.S. Equity Strategist & CIO at JPMorgan), and Brian Belski (Chief Investment Strategist & Leader of the Investment Strategy Group at BMO)—stepped onto the stage.
Trump Elected; Steels, Autos, Banks Biggest Winners
by SIACharts.com It’s exciting to see significant market moves like the ones we witnessed yesterday, as they provide…
Hamilton Australian Banks ETF Shines as Macquarie Group Leads the Charge
by SIACharts.com Macquarie Group Limited is an Australian multinational investment banking and financial services group headquartered in Sydney…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Citigroup - (C) - April 23, 2024 (Daily Stock Report)
by SIACharts.com Coming off of their earnings season, big US banks have been climbing their way up relative…
Are the Stars Finally Aligned for US Financial Stocks?
by Kurt Feuerman, Chief Investment Officer—Select US Equity Portfolios, & Anthony Nappo, CFA, Co-Chief Investment Officer—Select US Equity…
Will NYCB lead to another regional bank crisis?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Bank concerns On Jan. 30, concerns about regional…
RBC CEO McKay Sees Significant Opportunities in US from Davos 2024
Dave McKay, President & CEO at RBC, speaks to Bloomberg about the HSBC acquisition, RBC's growth strategy, and…
Bank Problems Aren’t Over, But It’s Not 2008
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Banks wobble and bonds are back to being a Hedge
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock Key takeaways: Since early March bonds and growth stocks have…
Rabobank's Every: Republic First, J.P. More-Gain
by Michael Every, Chief Investment Strategist, Rabobank Copyright © Rabobank
DoubleLine's Jeffrey Sherman: Tight Credit, Sticky Inflation, Bad Breadth... What Else?
Listen on The Move In this episode we get into an insight-filled conversation about the current state…
Dave Nadig: "Pick your favorite crisis – they're all interconnected."
Listen on The Move On this episode of Raise Your Average™, Dave Nadig from VettaFi's ETFTrends and ETFdb.com,…
Cutting Your Way to Prosperity
by William Smead, Smead Capital Management Dear fellow investors, Having lived in Seattle for 40 years, I had…