Financials on the Move

Check out the accompanying pdf and chart collection. (1) Optimism rising about Financials earnings. (2) Steeper yield curve and booming markets kick 2021 off right. (3) Bank buybacks look ready to resume. (4) Loan loss reserves low with government help. (5) Beware fintech competition and higher taxes and regulations from Democrats. (6) Technology lets us do just about everything from the couch. (7) Keeping an eye on software as a service, artificial intelligence, and quantum computers. (8) Elon is our hero. (9) Robots on the rise and medical miracles.