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Wells Fargo - $WFC
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…
11 hrs ago
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The next CPI print starts with a 4 and stays there to March, says DoubleLine's CEO
14 calls: The portfolio he has moved entirely out of AI, why he says 30-year TIPS never protected anyone from rising rates, and the sector he calls the…
Sep 17
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Bitwise CIO: US savings accounts pay 1 basis point, so the deposit-flight case is weak
4 arguments: Why he says the banks are lobbying for protection rather than safety, what the Clarity Act would actually settle, and the…
Sep 16
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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…
Sep 16
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Charlie Scharf: now is the time to get deals done in this administration
11 takeaways: Why he says the crypto bill as written is unsafe for small banks, what he finds refreshing about the new Fed chairman, and the K-shaped…
Sep 11
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Josh Brown: trading the September calendar is astrology for middle aged men
11 takeaways: The 16.1 points momentum has given back since June 22, the $36M of Microsoft call spreads someone closed early, and why Terranova bought…
Sep 2
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Tracie McMillion: more rate hikes will not beat these earnings, so Wells Fargo prefers stocks | Bloomberg Surveillance
Why the hawkish speech changed nothing in the house view, where the AI trade has broadened to next, and why narrow credit spreads mean an investor is…
Sep 1
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3
David Booth: why a scientist wouldn't run an index fund, the 4% the index overpays on every addition, and a century that paid 10% a year …
The Dimensional founder on starting in a Brooklyn spare bedroom, the S&P 500 fund that became BlackRock's cornerstone, why he waited four decades to…
Aug 29
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