There was a slightly larger-than-expected increase in provisions for credit losses, but we're not seeing any red flags.
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The biggest takeaway from the quarter was better-than-expected credit performance.
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of…
There are some puts and takes that explain why the stock isn't being punished more for the double miss.
The financials were one of the top-performing groups in the market Wednesday, and we are capitalizing on this strength.
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of…
These moves are helping us reposition the portfolio with a more defensive tilt, while preserving our sizable cash position.
