Tag

CCAR
Well that was one heck of a week.  While I certainly was not smart enough to predict the results of the election, it has had a profound impact on my expectations for us as investors.  For the last 7 years, I’ve been one of the most vocal advocates of financial stocks that I am aware...
Read More
July 29th, the Federal Reserve announced the results of the CCAR process including the requested capital return actions for the big banks. Unsurprisingly to those that have been reading this newsletter, the results were very good and we have seen an influx of dramatic dividend increases and stock buybacks. Below I’ll outline a few of...
Read More
I’ve received many questions on really what the Brexit means. It is a rather confusing subject in many ways so I found a very good article that does a better job explaining it than I could personally. I wouldn’t pay too much consideration into the last few days trading since the results of the election...
Read More
These last few weeks have been marred by extremely significant volatility as we prepare for the Brexit vote on June 23rd. While most of the impact of any Brexit wouldn’t likely be felt for several years at the minimum, the uncertainty that more countries would leave the Eurozone could mean more volatility for the market...
Read More
  Since the extremely weak May jobs report, interest rates have plummeted across the globe. There are now over $10 trillion in bonds that are trading at negative interest rates. This is unprecedented as the buyers of these bonds are guaranteeing themselves losses if they hold until maturity. This has pushed asset prices up as...
Read More

Recent Comments

    Archives

    [vc_separator type=’transparent’ position=’center’ color=” thickness=” up=’6′ down=’6′]

    7242 East Cortez Rd
    Scottsdale, AZ 85260
    Phone: 805-886-8140
    Fax : 949-335-9784

    [vc_separator type=’transparent’ position=’center’ color=” thickness=” up=’6′ down=’6′]