Tag: KBW Bank Index
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Unsure how long this AI bull has? Bonds now offer a cushion at the best values in years
See an AI-generated hypothetical portfolio derived from my TV talk and this column’s archives.
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Goldman Sachs CEO succession planning faces one big problem
The Goldman Sachs board has reportedly discussed replacing CEO David Solomon, 64, with president John Waldron, 57, as early as next year.
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Investors who have shunned diversification face maybe the best buying opportunity for bonds in decades
No diversification needed: The 10-year total return stocks minus bonds is near the highest in history.
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Why Citi thinks one of the year’s best-performing sectors is finishing its bull run
European banks have shaken off a weak first quarter to notch solid share price gains in the year to date, but Citi analysts warn their momentum may be fading.
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