Prospects for Banks and Financials - Jeff Miller (A Dash of Insight)

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Prospects for Banks and Financials
Apr 01, 2008 04:18 AM UTC

Jeff Miller (A Dash of Insight)

Return	Risk
-32.20%	MID

Tracked Blogger

Profile & Performance

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Symbol	Sentiment	Start	Return	Closed
GS		04/01/08	-4.19%	--
MER		04/01/08	-72.62%	--

Readers of "A Dash" know that for the last year we have been contributing to RealMoney, a subscription service from TheStreet.com (free trial available). Before contributing, we subscribed for many years, finding the site to be a useful source of ideas and discussion.

One of the most helpful contributors is Bob Marcin, founder and General Partner of Defiance Asset Management. Bob has a deep value approach and a nice recent hot streak. He has advised against investment in financial stocks, while recommending early cyclicals which have been enjoying a rebound.

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