bankstocks
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The last few months have seen investors scrambling to shield themselves from major economic turmoil, as aggressive interest rate hikes and soaring inflation pushes the U.S. economy closer to a looming recession. General market indicators have tumbled since the start of the year, with geopolitical tension, severe COVID-induced lockdowns, and a tight supply chain adding increasing worries to the post-pandemic economy. Q2 2022 hedge fund letters, conferences and more Despite the bearish conditions, investors are struggling to sink their teeth in high-performing stocks, as overall market performan...
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Despite the stock market theory saying that banks should benefit from a rising interest rate environment, it has been one of the tougher years in recent memory for the financial sector. The iShares US Financial ETF (NYSEARCA:IYF) is down 25% from the all-time high it tagged back in January and is in fact now below its pre-pandemic level. It’s fair to say that Wall Street banks are struggling with a collapse in IPOs and debt and equity issuance this year, which is a complete reversal from the market environment that drove stellar results last year. The change has been triggered by broad decline...
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Whitney Tilson’s email to investors discussing that his book, The Art of Playing Defense, is an Amazon bestseller; U.S. bank stocks shine; he sold his airline stocks too early; air travel is back, including all the things you hated; the airline safety revolution; carpocalypse; tips for homebuyers. Q1 2021 hedge fund letters, conferences and more The Art of Playing Defense1) Deep gratitude to those of you who bought my new book, The Art of Playing Defense: How to Get Ahead By Not Falling Behind, when it launched yesterday! It hit No. 1 in the Amazon Kindle store in two categories, Family Health...
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Whitney Tilson’s email to investors discussing Jamie Dimon‘s annual letter; avoid this stinker: ARK Space Exploration ETF; short reports on EBON, RIDE, NKLA, DOX and NNDM; a hacker got all my texts for $16. Q1 2021 hedge fund letters, conferences and more Jamie Dimon's Annual Letter1) In yesterday's e-mail, I wrote about the basket of six bank stocks I bought last March. I haven't sold a share of any of them (despite my investing hero, Warren Buffett, dumping most of his financial stocks last year). This has paid off, as they're up an average of 81% versus 61% for the S&P 500 Index. One of my ...
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Whitney Tilson’s email to investors discussing the cannabis, EV and AV sectors; bank stocks are ripping; the journalist and the pharma bro. Q3 2020 hedge fund letters, conferences and more 1) Picking up where I left off in Friday's and yesterday's e-mails on why I think buying bitcoin and other cryptocurrencies is nothing more than speculation... Consider Investing In Cannabis And EV SectorsMy best advice is not to speculate at all. But if you're going to do it with a small part of your portfolio, I'd suggest considering the cannabis or electric/autonomous vehicle ("EV" and "AV") sectors, wher...
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Whitney Tilson’s email to investors discussing Doug Kass and himself are still bullish on bank stocks; Berkshire Hathaway’s 13F regulatory filing for the third quarter.Q3 2020 hedge fund letters, conferences and moreDoug Kass And Whitney Tilson Are Still Bullish On Bank Stocks1) In my October 13 and November 3 e-mails, I shared a bull case for bank stocks (which I agreed with) from my friend Doug Kass of Seabreeze Partners.The SPDR S&P Bank Fund (KBE) is up 22.5% since my first e-mail and 13% since my second, far outpacing the market.In one of his missives yesterday, Doug outlined why he think...
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