U.S. Equity Strategy: Risk Appetites Improving; Watching Financials, Copper, US Dollar
Financials (XLF) are on the cusp of a breakout above $39, while copper is on the cusp of a breakout above $4.38; breakouts above resistance would...
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MergerTalk:Broken Deals Do Not Necessarily Lead To Broken Investments
Our snapshot study reveals that abandoned merger targets can deliver even more lucrative investment opportunities more often than one might think
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U.S. Equity Strategy: Markets Bouncing off Key Support
In today’s report we highlight attractive Groups and stocks within Financials: Asian Banks, Puerto Rican banks, Banks, Southwest, and Investment...
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Texas Banks – Oversized Loan Growth
We must expect some degree of higher NPL formation at banks in Texas due to lower oil prices. But in the current environment that will be...
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US Financials: Energy Exposures Mean Boil, Boil, Toil and Trouble
After yesterday's halted trading, US banks could be due a nice bounce today as a risk-on bounce takes shape -if it does at all, or fades.US bank...
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