Public domain via Wikimedia CommonsWith an expected vote due next Monday on the so-called Volcker rule, one question on big bank stocks is whether the impact of that rule has been fully…
ThinkstockStocks have pulled back ahead of the jobs data, and investors need to be considering how to position their portfolios going into year-end and 2014. 24/7 Wall St. reviews many Wall Street…
ThinkstockFour of the largest U.S. banks saw their ratings from Moody’s Investors Service cut on Thursday. The agency cited the reduced likelihood that the government would help Bank of New York Mellon…
ThinkstockThe UBS proprietary institutional flow data indicates that hedge funds are increasing exposure to financials and decreasing exposure to health care. Given that health care has outperformed significantly year to date, hedge…
ThinkstockAs the third-quarter earnings season gets underway, investor angst has been fueled on several fronts, not least by the continued showdown in Washington that has threatened to hijack global equity markets. As…
Frank Golhen, via Wikimedia CommonsIn the midst of the start of earnings season and in the midst of a Fitch credit ratings warning to the United States, a key decision has been made by the…
Jon C. Ogg ThinkstockAfter the market implosion of 2007 and 2008, the major U.S. banks were all reeling from the same disease. The housing bust and the slew of horrible mortgage backed securities deals that…
The equity strategy team and the market analysts at Deutsche Bank are starting to feel pretty comfortable that the rest of this year and beyond could really start to show some positive…
ThinkstockThe big banks have gone to considerable lengths to mend the weaknesses that they were in before, during and after the recession. The public perception of the big banks is not very…
Wikimedia CommonsBeing an executive at J.P. Morgan Chase & Co. (NYSE: JPM) can be no easy job at the moment. This is one of only a few large institutions that could have…
courtesy of Cisco SystemsDespite the fact that Cisco Systems Inc. (NASDAQ: CSCO) actually reported revenues in line with street expectations last week, the network giant guided fiscal first quarter 2014 below the…
ThinkstockThe housing collapse and the banking collapse nearly brought on a total meltdown of the financial markets. Ever since, we have heard shrill cries of not having any financial institution that is too…
ThinkstockThe recession turned the banks into whipping boys of Main Street, and finding many who feel sorry for the banks is no easy task. The issue that matters for your mutual funds…
Stock buybacks are trumping dividends for investors. We recently took a look at how much stocks with share repurchase plans are outperforming those that just raise dividends, but we would also note that…
ThinkstockSunday’s New York Times story on the shenanigans played by Goldman Sachs Group Inc. (NYSE: GS) at its aluminum warehouse in Detroit is nothing especially new. What is new is that the…
