While we are still long JP Morgan (JPM), Bank of America (BAC) and Wells Fargo (WFC), within client accounts we…
Per Thomson Reuter’s This Week in Earnings, the “forward 4-quarter” estimate for the SP 500 rose last week to $123.04,…
CCAR is the Comprehensive Capital Analysis and Review (CCAR) instituted by the Fed and regulators after the Mortgage and Housing…
Per ThomsonReuter’s This Week in Earnings, the forward 4-quarter estimate slipped $0.03 this week to $120.74. The p.e ratio on…
One of the best tweets of the week, from Josh Brown (naturally) who linked this Harvard study noting that for…