Charles Schwab: Rate Cuts Are Not A Problem (Upgrade) (SCHW)

Core Viewpoint - The Charles Schwab Corporation (SCHW) has performed well over the past year, with a gain of approximately 11%, but its shares have softened due to the Federal Reserve's rate cutting cycle [1] Group 1: Company Performance - SCHW shares have gained about 11% over the past year [1] - The company's performance is closely tied to cash economics, which has been impacted by the Fed's recent actions [1] Group 2: Analyst Perspective - The analyst has over fifteen years of experience making contrarian bets based on macro views and stock-specific turnaround stories [1] - The analyst expresses a favorable risk/reward profile for potential investments [1]