Portfolio manager Andy Schornack, a regional bank VP himself, sees ongoing opportunity among regional bank stocks.
� Five signs this rally is on hold.
� The strong run in private equity stocks like Blackstone (BX) and Apollo (APO).
� James Surowiecki on Apple's "wobble in flight."
� Look how much Google (GOOG) spends on lobbying Washington.
� Two concerns for Facebook (FB) shareholders: ongoing privacy/personal misrepresentation qualms, and WeChat coming to America.
� Oaktree Capital's Howard Marks on the stretched high yield bond market.
� The case for "undervalued gem" New York & Co. (NWY).
� Gregor MacDonald on the "nasty reality" for Japan: "its cost of inputs are rising at the same time demand for its goods continues to soften"
� There's an intriguing value investing subreddit.
This commentary does not constitute individualized investment advice. The opinions offered herein are not personalized recommendations to buy, sell or hold securities.
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