David Aurelio of Refinitiv is doing an earnings conference call tomorrow, i.e. Wednesday morning, June 24th, 2020 at 11:00 am central time. Search the Refinitiv website or David Aurelio’s blog for the details. This blog’s source earnings data comes from … Continued
Being overweight Technology and Financial’s for clients like the Yin and Yang of investing. Airlines, the Energy sector, cruise lines, casino’s and gaming, all the problem children were avoided this last bull market. All but the Financials – with clients … Continued
Energy is now just 4.5% of the SP 500 market cap weight, down from a high of 15% in September, 2014, when crude oil was trading around $80 – $100 per barrel and just before the commodity tanked to $28 … Continued
The Financial sector has been an overweight for some time in client accounts, and it’s hurt performance the last two years, or since Jan 1 ’18. Client’s biggest financial weighting has been Schwab given its asset-gathering prowess (and it is … Continued
Dr. David Kelly and his team at JP Morgan put together – each quarter – one of the best capital market, economic and portfolio management summaries on the Street in the form of JP Morgan’s, “Guide to the Market”. This … Continued