Financials
Latest VonTrend reports on Financials — the trends, stocks, and setups that move before Wall Street catches on.
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UPS Reports 8% Adjusted Domestic Margin After $891 Million Charge
The Amazon exit is improving package economics. The remaining test is whether UPS can keep the profit without fresh restructuring bills.
Jul 28, 2026 -
AT&T’s Buybacks Depend on Fiber Delivering
Cash flow improved, but legacy copper losses still set the real test.
Jul 22, 2026 -
Stripe Bid $53 Billion for the Company It Beat
Stripe and Advent International want PayPal at $60.50 a share. The offer says less about payments than it does about what public investors now refuse to pay for steady cash flow.
Jul 15, 2026 -
JPMorgan Just Posted the Biggest Profit in US Banking History
Five of the largest U.S. banks reported at once, and the same two forces lifted all of them: a wave of dealmaking and the most volatile trading quarter in years.
Jul 14, 2026 -
Visa vs Mastercard: Which Stock Is the Better Buy?
Two companies run the same toll booth on global spending and trade at nearly identical earnings multiples. The tie breaks on growth versus scale.
Jul 13, 2026 -
Big Banks Want Fiserv's Debit Network to Dodge a Fee Cap
JPMorgan, Bank of America, Wells Fargo and PNC are reportedly in early talks to buy a payments network that could let them sidestep the Durbin Amendment's limits on debit fees.
Jul 7, 2026 -
Best Insurance Stocks: Top Picks Right Now
Commercial insurance prices just fell for the first time since 2017. These seven underwriters are built to keep making money through the soft cycle.
Jul 3, 2026 -
Who Owns Vanguard and Why You Cannot Buy Its Stock
Vanguard manages more than $10 trillion and has no outside shareholders. The company is owned by its own funds, which means its customers own it.
Jul 3, 2026 -
Is Money Leaving Tech?
The Dow hit an all-time high Thursday while the Nasdaq fell for a second straight session.
Jul 3, 2026 -
SoFi's CEO Has Bought His Own Stock Five Times This Year
Anthony Noto keeps adding shares while Wall Street sits on a Hold and the stock trades near 30 times forward earnings.
Jul 2, 2026 -
Visa vs Mastercard: One Grows Faster, One Earns More
Visa and Mastercard run a near-duopoly on card payments, but they are not the same investment. One is bigger and more profitable, the other compounds faster.
Jun 30, 2026 -
Best Bank Stocks for Value Investors
Big banks cleared the latest Fed stress tests and are lifting dividends and buybacks. These seven pair durable earnings with discounted valuations.
Jun 28, 2026 -
How Berkshire Hathaway Makes Money
Most people think Berkshire is a giant stock fund. It is really an insurance company that uses other people's premiums to buy whole businesses and pieces of others.
Jun 16, 2026 -
Robinhood Jumped 6% After Two Banks Raised Targets and It Won Underwriter Status
May equity trading volume hit $315 billion, up 75% from a year ago, and the brokerage can now underwrite the same IPOs it used to only sell to customers.
Jun 10, 2026 -
Blackstone Manages $1.3 Trillion, and Most of Its Fees Come From Money Clients Cannot Pull Out
One Swiss fund freezing withdrawals dragged the biggest US alternative asset managers lower Wednesday. The way these firms actually earn money explains why the stocks snapped back.
Jun 4, 2026 -
The Short Seller Who Moved Stocks on Social Media Just Got Convicted of Fraud
A federal jury found Citron Research founder Andrew Left guilty on 13 of 17 counts for a scheme prosecutors say earned $20 million by trading against his own public calls.
Jun 2, 2026 -
Private Equity in Your 401(k) Is About to Become Real
The Department of Labor proposed a six-factor safe harbor that would let 401(k) plan managers add private equity, private credit, and real estate to their menus for the first time. The comment period closes June 1.
May 28, 2026