While we are still long JP Morgan (JPM), Bank of America (BAC) and Wells Fargo (WFC), within client accounts we…
In 2011, the SP 500 earnings grew 15% year-over-year, but the SP 500 corrected 20% from the spring through early…
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” earnings estimate for the SP 500 fell $0.14 this past week…
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…