Tag: banks

Buying Into Banks As Trump Rally Unfolds

Buying Into Banks As Trump Rally Unfolds

It’s been a wild month for US banking stocks, which have rallied sharply since Donald Trump’s victory. So how can investors position themselves in the sector amid a potentially dramatic change in the business and regulatory environment? After facing years […]

Banks In Drag : The Russell 2000 Exposed

Banks In Drag : The Russell 2000 Exposed

In “Passive Negligence”, we highlighted how investors, on the margin, have been shifting from an active investment style to a more passive approach by favoring index and sector ETFs and mutual funds over individual holdings. We raised a concern that, […]