VFH News and Press, Vanguard Financials From 03/14/23

2023-03-14 09:05:00 ET Summary The collapse of Silicon Valley Bank has raised concerns about the vulnerabilities in the US financial system. While SVB is not Lehman Brothers and its collapse is not likely to trigger a financial crisis, it has highlighted some vulnerabilities that ...

2023-03-11 06:05:14 ET Summary The largest bank failure since the Great Financial Crisis has shaken equity markets. This event is a sign of potential instability in financial markets and could prompt the Fed to pivot monetary policy earlier than expected. Equities can find a s...

Summary In 2023, most of the market's interesting opportunities are in dividend-paying sectors. Tightening has a negative effect on the value of high growth opportunities. In the meantime, the Fed is likely to do one or two more small rate hikes. All of these factors favor value...

Summary Recently, a 13F filing revealed that JPMorgan Chase & Co. stock was Ray Dalio's second-biggest fourth quarter buy. The rest of the top five was rounded out by other financials and an S&P 500 fund. The moves weren't surprising at all, because today's macroeconomic cli...

Summary Explaining the fundamental rules for managing a Sector BPI portfolio. Examples of how recent buy and sell decisions performed. How to set up asset allocation percentages based on annualized volatility. For further details see: Managing A Portfolio U...

Summary As most of you know, rising interest rates are typically a positive catalyst for banks because their net-interest-margin ("NIM) rises and that leads to increased profits. Obviously, we have been - and arguably still are - in a rapidly rising interest rate environment. As a resul...

Summary Purchasing Managers' Index from S&P Global provides a unique insight into worldwide economic trends, allowing the analysis of business activity by detailed sector in the world's principal regions. S&P Global PMI surveys recorded a fifth month of contracting worldwide bus...

Summary TD Bank is my top dividend stock for 2023 and beyond. The stock has a high yield, and strong growth by banking sector standards. The delayed closing of the First Horizon deal has been costly, but TD will be able to back out beginning February 27. In the meantime, TD is s...

Summary Global business conditions worsened in the penultimate month of the year according to the JPMorgan Global Composite PMI, compiled by S&P Global. New order expansions were seen in merely three of the 21 sectors tracked by the global PMI - software & services, pharmaceutic...

Summary Why the declines in tech on the S&P 500 may be hiding strength in other sectors from investors. The energy sector may still provide opportunities for investors. Insurers are not suffering the same challenges as other financials in the current high-rate environment....