We purchased a new holding in the consumer discretionary sector. We also eliminated several holdings, using the proceeds to fund investments we believe have better risk/reward profiles. Chevron shares rose due to higher oil prices, as the overall energy sector benefited from tight global energy supplies amid heightened geopolitical risk. A softer outlook for net interest income appeared to weigh on Wells Fargo hares as changing interest rate expectations created headwinds across the banking sector....
Seeking Alpha - 4/21/2026 12:23:00 PM
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