Wells Fargo

08/04/2020

Lessons from Warren Buffett’s Latest Investment

The story in markets this week is the same story it’s been since the bottom in March… Autopilot to the upside. That’s not without certain catalysts that would have normally applied downwards pressure – with COVID cases rising and the U.S. GDP data missing targets. All indicators pointing to a correction, eventually. […]
07/16/2020

Are Bank Earnings a Warning Sign of the Next “Big Short”?

Earnings season began this week with the largest banks reporting first. While revenue and earnings per share for the majority beat market expectations and consensus (as seen from graphic below), digging a little deeper we can see these results reflect strong growth in investment-banking fees and trading revenues. However, the […]
06/01/2020

Trading Approaches for June in Post-COVID World

We have entered the micro era of black swans. Where the abnormal has become the new normal. Economic and headline news is no longer the main driver of markets. This is the new world we live in however, the public doesn’t seem to be scared. People are normalizing after their […]
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