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  • Buy Deutsche Bank On Cheap Valuation And ECB Action [View article]
    Yes, they do have large derivatives exposures, which is why they'll benefit from ECB action (in an effort to preserve the status quo by propping up bond holders). Right now DB is cheap, and the ECB is in the process of liquifying all euro markets...
    Sep 18, 2014. 09:44 PM | 1 Like Like |Link to Comment
  • Thanks To Japan We Know How Central Banks Can Control Inflation [View article]
    You still haven't explained how the BOJ and the Fed control inflation. This was the point of your article wasn't it? I agree they don't see any inflation, and nor should they with M2 velocity where it is. Please explain why you think the central banks have any control over where and when inflation might emerge.
    Mar 13, 2013. 05:14 AM | Likes Like |Link to Comment
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