Longtime bank analyst Richard Bove tells Forbes Intelligent Investing that the banking system is actually better than analysts or the media are indicating. “What is not being seen is the…
Category: Sector Data
The Little-Known Shipping Metric
Time magazine recently had a piece on “the least known key economic indicator” — the Baltic Dry Index. The BDI, which is a measure of worldwide shipping rates, has “registered…
Tilson Turns Bearish on Banks
About two months after turning bullish on some financials, Whitney Tilson — who predicted the housing bust and financial crisis — is now taking profits on some of his bank…
Stocks Rising, Dollar Falling -- How to Benefit from Both
As stocks have surged over the past two-and-a-half months, the dollar has tumbled. And, according to Francois Trahan and ISI Group’s Portfolio Strategy Group, you can reap the benefits of…
Lynch Pupil Makes Major Bank Move
FBR Funds Chief Investment Officer David Ellison, who avoided much of the financial sector meltdown, has been buying up bank shares lately — and a big reason, he says, involves…
What Will the Recovery Look Like?
A “U”, a “V”, an “L” — Time magazine takes a look at what we might expect in the coming economic recovery, with insight from top strategists such as Peter…
Tilson Turns Bullish on a Few Financials
Whitney Tilson, whose calls about the housing bust, financial crisis, and huge government bailout have proved prescient over the past year, tells CNBC that after making a bundle shorting financial…
Consumer Stocks Still Kickin'
Continuing its look at what has and hasn’t been working in the market of late, Bespoke Investment Group says today on Seeking Alpha that the consumer staples and healthcare sectors…