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Bank of America - $BAC

More than half of US homes fell in price in 12 months — Whalen Global Advisors chairman
13 calls: Why the Fed gets forced back into bond buying, the $2T deficit that makes a rate hike beside the point, and the insurers he says will not be…
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"$2 billion is a drop in the bucket": Trajan Wealth CIO on Treasury buybacks
15 takeaways: why insurers swapped 30-year Treasuries for floating-rate private credit, where he buys bonds instead, and why he says the selloff in…
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A credibility hike the data didn't require — Wolfe Research's chief economist
10 calls: Why core PCE at 0.23% would have allowed a hold, the neutral-rate dot that moved to 3.2%, and the 10-year real yield now sitting at an 18-year…
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"There's really almost no incentives to invest in people": ex-Commerce Secretary on AI
11 arguments: Why she thinks a 4.1% unemployment rate hides the damage, what she is asking every CEO she meets, and the $20B tax credit her host…
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Investment Committee: CrowdStrike, Fortinet and Palo Alto have all doubled this year
7 insights: Why the panel says there is no AI without cybersecurity, the 14% Wells Fargo has lagged the big five by, and the drawdown in Netflix one…
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Nvidia has become a defensive asset, says the chart analyst who runs the WRTH ETF
12 calls: Why he would pair long Nvidia against a short in the SOX, the Amazon strangle he sold for 16.95% annualized, and the 7-9% drop in crude one…
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C.S. Venkatakrishnan: Barclays was on 9 of the 10 big IPOs in the first half
9 takeaways: The three forces he says are pressuring bond markets worldwide, why he calls AI the icing rather than the cake at Barclays, and what a…
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Brian Moynihan: a flat trading quarter would still be one of our best ever
11 insights: Why he says the comparison is the problem rather than the business, what Bank of America spent on AI this year, and the one thing the bank…
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Brian Moynihan: Bank of America will not deploy autonomous agents it cannot control
8 calls: Why a flat trading quarter would still be a record, the $400M he is spending on AI this year, and the 5% yield he says is normal rather than…
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David Tinsley: the K-shaped economy has closed, at 5.7% growth for both groups
6 numbers: the two reasons lower-income pay is accelerating, why most of the consumer is immune to a rate hike, and what Bank of America's economists…
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Marci McGregor: earnings estimates are being raised faster than cut worldwide
3 calls: the revision data she says proves fundamentals are intact, why she would buy September weakness, and the two places she would go if you are…
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Young Lee and Jack Purcell: almost always a bigger fund size is bad
10 lessons: Why the LP behind Ridgemont's $4B close reads a bigger fund as a warning, why he wants marks one standard deviation conservative, and the…
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