Deutsche Bank - Good Night Moon
* Questionable Restructuring Plan: Deutsche Bank (DBK.GY/DB.NY) [Deutsche] announced a dramatic restructuring plan with targets which are likely...
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U.S. Equity Strategy: Financials Struggling, Tech and Energy Leading
Financials, especially the large-cap brokers have suffered severe pullbacks recently. If these stocks cannot sustain a reversal in the next few...
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Is Machine Learning Going to Become a De Facto Standard for Asset Management?: AI Readings
In the search for Alpha, large asset managers are increasingly turning their attention to the deployment of machine learning systems. Among the...
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Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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HSBC Holdings Plc – Likely Getting a Big Hickey From President Trump
* Despite bottom-line improvement on a go-forward basis, deferred tax asset (DTA) write-downs are likely at major global financial companies -...
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