Prospects for Banks and Financials

addslashes(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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  30 Marzo, 2008| Economy | @ 3:30

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