Walmart (WMT) is a position that is gradually creeping up the “Top 10 Client Position” rankings, mostly from the increase…
Clients top 12 Holdings (listed 1 -12), spread across separate accounts, custodied at Schwab, as of 8.31.24 (YTD returns as…
Despite Mag 7 price action, tech sector forward estimates are still rising. Looking at estimated earnings growth for full-year 2024…
It could have been Wilfred Frost, or it could have been another CNBC interviewer this morning (Friday, August 30 ’24),…
With Jay Powell’s Jackson Hole Speech last Friday morning, and the FOMC’s new (apparent) commitment to lowering the fed funds…