Islam, Terror, Politics and Oil - Part 1
Align yourself with the Qatar government, $200bn in GDP, $200bn in assets for 200,000 civilians who own 96% of the stock market. Qatar Investment...
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The size of ECB QE is not priced in – Massive European Equities Upside
With CHF last at 0.9033, we are +5% (unlevered) on the cross since the Fri Jan 16th call where it closed at 0.8587. I continue to believe and...
251 Views
Fifth Third Bancorp : in future, a positive reversal
In the next banking downcycle, Fifth Third is likely to utterly reverse its experience post GFC.Advantage is due to a healthy C&I loanbook vs...
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Stress Test applied to PNC Financial
PNC Financial has traditionally been driven more from its non-interest income than its banking business. No surprise, then, that the Fed's base...
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