The Fairholme manager describes the thesis behind the fund's recent purchase of Citigroup stock.
Markets editor Jeremy Glaser considers growth hopes and woes at J.C. Penney, Facebook, Greece, and more.
While duration exposure remains troublesome, large-scale bank deleveraging in the last year has credit markets looking ripe for investment, says Driehaus' K.C. Nelson.
Morningstar's Jaime Peters checks in on the current health and outlook for Citi, J.P. Morgan, and BofA following release of their second-quarter results.
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