Frustrating Financials: Financial’s are clients 2nd largest sector weighting behind Technology for the last several years. The aboce chart…
Here was the forecast for Q3 ’16 at the start of Q4 ’16. Per Thomson Reuters, which is my primary…
Typically, there is always one or two data points that jump out from the Thomson or Factset earnings summaries which…
Yesterday, we posted an ugly daily chart on the Dow Jones Utility Average. Today, we look at the “monthly” Utility…
Back in the 1990’s I would always hear portfolio managers talk about the correlation between interest rates and the utility…