"Just Swimming All The Time"

A look at the Q2 financial results for WFC and BAC

Earnings season kicked off last week, with the big banks batting leadoff.

Today’s discussion will focus on portfolio holdings Wells Fargo (WFC) and Bank of America (BAC). But before we dive in, I think it’s worth calling out a broader point on the U.S. economy (something that became increasingly apparent to me as I looked at retailers like DG and FIVE o…