David Aurelio of Refinitiv is doing an earnings conference call tomorrow, i.e. Wednesday morning, June 24th, 2020 at 11:00 am…
Being overweight Technology and Financial’s for clients like the Yin and Yang of investing. Airlines, the Energy sector, cruise lines,…
Energy is now just 4.5% of the SP 500 market cap weight, down from a high of 15% in September,…
The Financial sector has been an overweight for some time in client accounts, and it’s hurt performance the last two…
Dr. David Kelly and his team at JP Morgan put together – each quarter – one of the best capital…