Bank of America lowers financials… KKR – BofA lowered the firm’s price target on $KKR to $138 from $143 and keeps a Buy rating on the shares. The firm is adjusting its estimates and price targets for alternative and traditional asset managers ahead of Q3 earnings from the group. $BX – BofA analyst Craig Siegenthaler lowered the …
Read in context ›Goldman Sachs Group Stock (GS)
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Articles
235 articlesDaily Diary Mentions
131 mentionsFrom The Street of Dreams Market Observation: More Narrowing as Financials Stink Up the Joint! * Apropos to my “Not Broadening” column earlier today… As the financials go, so goes the market is the “old saying.” $JPM -$8 $C -$2 $SCHW -$5 $GS -$10 $MS -$4 Well, financials are truly stinking up the joint! Positions: None
Read in context ›More Tales From Nvidia: Blankfein Chimes In (Issue #241!) Former Goldman Sachs ($GS) CEO Lloyd Blankfein’s expresses a skeptical view on the unlimited appetite for AI exposure: Position: None
Read in context ›Examining ‘Group Stink’ * And fading it… I don’t own and am currently short (and have been recently short C, JPM, GS, MS, UBER, NFLX, homebuilders, etc.) some of the most consensus sectors. I am long some of the most non-consensus sectors. Consensus Longs: * Memory: SanDisk ($SNDK), Micron ($MU), Intel ($INTC), AMD ($AMD), Applied Materials ($AMAT) (“it’s different …
Read in context ›Mea Culpa Real stupid cover in my $GS and $MS shorts. Dumb squared. Position: None
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