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About
BAC
Ally Financial: Speed Bump
Note: Tomorrow afternoon at 1 pm eastern time, I will be speaking with Bill Brewster of The Business Brew about the role of U.S.
Oct 28
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The Science of Hitting
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Ally Financial: Speed Bump
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Portfolio Change - 07/26/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
Jul 25
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The Science of Hitting
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Portfolio Change - 07/26/2024
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Ally Financial: Inflection Point
From “Ally: A Clearer Roadmap” (January 2023): “While I appreciate the nature of those concerns, I remain comfortable with the long-term risk / return…
Jul 25
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The Science of Hitting
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Ally Financial: Inflection Point
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"More Banks Than Bankers"
Note: TSOH will be off next week.
Sep 26, 2022
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The Science of Hitting
32
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"More Banks Than Bankers"
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"Just Swimming All The Time"
A look at the Q2 financial results for WFC and BAC
Jul 19, 2021
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The Science of Hitting
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"Just Swimming All The Time"
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April 2021 Portfolio Review, Part 2
An in-depth review of my investment portfolio
Apr 5, 2021
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The Science of Hitting
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April 2021 Portfolio Review, Part 2
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