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April 6, 2023
Economic Weakness, Storm Cometh, Bond Yields, Semis Hit, AI Wars, Costco Sales: Market Recon...STZ
April 5, 2023
Markets are in safety mode in anticipation of a potential acceleration of any coming economic recession....JPM
April 3, 2023
Will reconfiguring of Fed stress tests force some consolidation across the small to mid-sized banking space? I think that's likely....UBS
March 30, 2023
Opening Day, Bulls Still at Bat, S&P's Key Line, Bernstein' List, Yellen Warning: Market Recon...NEOG
March 29, 2023
These banking system steps would place increased drag on the velocity of money, which in turn will suppress economic growth....BLK
March 28, 2023
Cashing In on T-Bills, Money Market Funds, Disney's Smaller World, Trading CRM...MKC
March 27, 2023
The Fed still has a somewhat Pollyannaish view of where unemployment and inflation will go as the economy slows....UBS
March 24, 2023
I have more capital in cash, or cash equivalents, than in equities right now. Ever hear of a Wall Street guy saying that before?...DB
March 24, 2023
It remains quite apparent that the banks are far from finding their way out of the woods....ZION
March 14, 2023
Bank Beating, Stunning Yield Spreads, How Did This Happen? CPI, Trading BAC, WFC: Market Recon...SIVB