The big bank trade is over
The bull thesis around big banks has fallen apart. Plus, why good news isn't stopping the selloff… Are we in the middle of a bubble popping? … 3 sectors holding up amid the market carnage… And more.
Stocks finally have real competition
For years, near-zero rates pushed investors into stocks. Today, cash and bonds offer attractive returns again—changing the market's risk/reward setup and giving investors more reason to be selective. Here's what it means for your portfolio.
Eli Lilly won the first round of the weight-loss boom. Who wins next?
GLP-1 drugs have turned Eli Lilly into a trillion-dollar company. But growing competition and changing consumer habits are creating new investment opportunities. Here's where Frank is looking next.
A silent bear market is hiding under the S&P 500’s record high
The S&P 500 is near a record, but the majority of its stocks trade at least 10% below their highs. Here's why that's an opportunity, three sectors to buy, one to avoid, and what to watch into year-end.
