Capital One: A Different Short Case [View article]
Oh well, as long as oil is falling, banks will do well. I don't know why because a drop in oil price doesn't add to their bottom lines. I like the market's logic, global currencies are getting weaker against USD because slowdown is spreading globally, export sector is our brightest star which will suffer, let's rally the banking and retail stocks.
Capital One: A Different Short Case [View article]