Economy
Treasury Chief Yellen on calming bank crisis & importance of local banks
March 21, 2023
Large banks play an important role in our economy, but so do small- and mid-sized banks. They increase competition in banking, and often have specialized knowledge and expertise in the communities they invest in.
Bond king Jeff Gundlach predicts Fed hike March 22, says why recession could be in ‘a few months’
March 13, 2023
In all the past recessions going back for decades, the yield curve starts de-inverting a few months before the recession comes in.
‘Goliath Is Winning’ – Wells Fargo bank analyst Mike Mayo upgrades JP Morgan Chase stock
March 13, 2023
JPM epitomizes our theme of 'Goliath is Winning', which should benefit both offense (market share gains) and defense (more diversified) in these less certain times.