The First Mover
Contributor since: 2016
Cerberus Investment In Deutsche Bank: A Risky Move With Major Upside
Can Bitcoin Reach Unlimited Value And Volatility Through The Cycle?
Canadian Macro Will Drive Bank Returns - Bank Of Montreal Set To Outperform
JPMorgan: The Great Years Are Round The Corner
The Yield Curve Flattening Will Revert And Its Impact On Banks' Earnings Is Temporary
Santander Stock Price: Will Work With A Soft Brexit
TD Bank: A Long And Short-Term Bet
Unicredit: A High Potential Bet For The Bold
Commerzbank Takeover Drums: A Bet That Makes Sense
Swedbank: Risks Keep Growing
M&T Bank: 42% Up Since Our Recommendation And Still Upside
Macquarie: The Success Story In Trouble?
American Express: Adequate Progress
UBS: Interesting Upside With Limited Execution Risk
Banco Sabadell: A Bet On SMEs And Real Estate With A Couple Of Risks
U.S. Bancorp:
Citi's New Business Plan: More Of The Same
JPMorgan Chase: Good Results, Excellent Price
Morgan Stanley: Still Very Cheap
Wells Fargo Second Quarter Results: Buy More
China, Hong Kong And Banks Stock Prices: Scope For A Carry Trade
Steve Mnuchin's Financial Plan Is Good For U.S. Bank Profits
Nomura: Interesting Times And Interesting Price
Can Goldman Invade Europe? Another Reason To Buy The Stock
Australian Banks: In A Shadow Slowdown
ABN Amro Results: Good Business Momentum, Structural Upside Over The Next 3-5 Years
U.S. Bank Pair Trade Play
Mitsubishi UFJ: The Quintessential Megabank At A Good Price... For Now
European Banks And French Elections: What Next?
The Secret Of Bank Of America: The Investment Bank And Almost Unlimited Growth Space
Caixabank Acquisition Of BPI: An Attractive Franchise Geared On Booming Portugal
Deutsche Bank Capital Raise: Good First Step But Not Enough