banks

Weekly Update

Markets Chopping Amidst Furious Uncertainty


Published May 5, 2023

 

Markets continue to slog their way back and forth within a fairly tight range, bouncing between scenarios for a recession (or not), interest rate pauses from the Fed (or not), and just what is happening with the banks(!). Mixed signals abound. Despite corporate earnings coming in well above fears, the uncertainties noted keep investors from pursuing any consistent meaningful direction. (more…)

Uncategorized, Weekly Update

A Market in Search of Leadership


Published December 14, 2018

timingcube_cartoon121418

2018 was supposed to be the year that financial stocks took charge. Rising interest rates were expected to provide profitable fuel for banks to substantially increase profits. Instead, financial stocks are some of the worst performers of the year. (more…)