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…
Attached is a weekly chart of Schwab (SCHW), clients 2nd largest holding behind Microsoft, and a mutual fund firm…
Frustrating Financials: Financial’s are clients 2nd largest sector weighting behind Technology for the last several years. The aboce chart…
First, for the first time in a while, the number of “positive revisions” to SP 500 estimates outnumber “negative revisions:…