Fall 2018 WhaleRock Newsletter

The third quarter of 2018 proved to be exceptionally strong for domestic equity markets, with the S&P 500 Index posting a 7.7% gain for the quarter. The Dow Jones Industrial Average and Nasdaq Composite also fared quite well, with 9.6% and 7.4% gains,...

Summer 2018 WhaleRock Newsletter

Investors in the first half of 2018 have experience a resurgence of volatility in the financial markets. After a historically calm 2017, which offered some of the lowest volatility ever in the financial markets and twelve consecutive months of appreciation in the...
Bank Earnings: How plummeting yields will drag them down

Bank Earnings: How plummeting yields will drag them down

As second-quarter bank earnings season gets under way this week, the big question isn’t whether firms will miss or beat expectations. Rather, after the UK’s vote to leave the European Union, it is whether bank stocks will be dead in the water for another year or...