by John Huber | Aug 14, 2019 | Ideas
It's common sense that if you are lending money to someone for a decade, you are naturally going to want a higher interest rate than if you lend to someone who promises to pay you back in a few months. However, on certain occasions a strange phenomenon occurs: lenders...
by John Huber | Jul 2, 2019 | Ideas
Last week, the Federal Reserve published the results of their annual Comprehensive Capital Analysis and Review (CCAR). The CCAR and its cousin, the Dodd-Frank Act stress tests, are a big portion of the regulatory framework that the Fed uses to supervise the big banks...
by John Huber | Jun 13, 2019 | Ideas
I have spent a lot of time over the years discussing the large US banks. I've invested in them on a two different occasions over the past five years, and I think we are at a time where opportunity is knocking yet again. This time, I'm investing in Wells Fargo. I did a...
by John Huber | Jul 6, 2018 | Ideas, Investment Theory
For the first time since the correction in the stock market in February, I am getting interested in a few investment ideas. A few of the ideas are in unexciting companies (unexciting in the sense that they are well-known and have been discussed plenty of times before…...
by John Huber | Jan 18, 2017 | Ideas
I just realized that the titles of my posts are not nearly as catchy as Matt's.... In fact, my wife said they are boring. I'll work on that. I've always felt the titles were explanatory, but apparently they lack the pizzazz that some readers desire (or, as I would...
