Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

Bank of Internet (NASDAQ: BOFI)

Market Wisdom

Capital One Consumer Finance Comes Back or Does It?

Another lesson we can infer here is the big growth in online banking is going to established players like Capital One, and not to upstarts such as Bank of Internet (NASDAQ: BOFI). That makes Capital One a good growth stock in financial services and fintech, but is it a good investment?

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Good StocksStocks

Capital One: The Value in Banks and Credit Cards

Capital One is a value investment because it makes a lot of money and carries a lot of float like a bank. Yet it is also experiencing a lot of growth, which makes a really good long-term buy and hold play.

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Long Ideas

EverBank, Bargain or Dud?

If you are looking for a bargain in banking check out Bank of America and stay away from BOFI and EverBank, far, far away. My prediction is that both Bank of Internet and EverBank are heading for a fall into the single digit share value range real soon.

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Market Insanity

Important News Stories the Big Media is Not Telling You

A naval conflict between the United States and the People’s Republic of China is more likely than you might think. The Chinese government has completely rejected a ruling of the Permanent Court of Arbitration in The Hague that its claims to a large swath of the South China Sea are invalid. The court also ruled that China is violating international law by building fortifications in the Spratly Islands, an archipelago that actually belongs an American ally – the Philippines.

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Crazy StocksThe Death Spiral

Toll Brothers could a Home Builder Really be a Safe Investment?

It will take a paradigm shift in the US economy to make homebuilders like Toll Brothers, a value investment. Until that happens, you should stay away from this sector, even the good companies are in very shaky condition.

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