December 6, 2016 by Dan • FREE ACCESS

Yesterday in this space we highlighted some unusual long dated upside call buying in Deutsche Bank (DB): Regular readers know that we do NOT place too much emphasis on unusual options activity, as it is …

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July 14, 2016 by Dan • Commentary

In the lead up to, and the way out of the late June Brexit vote, European banks were thought to be the most vulnerable in the event of a Leave vote. They had already been …

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July 11, 2016 by CC • Trade Ideas

A couple of weeks ago we expressed our gloomy view of U.S. bank stocks with a put purchase in Bank of America (BAC ) expiring in August. We chose that expiration because it captures BAC’s …

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June 20, 2016 by Dan • Commentary

Thursday afternoon I took a quick look at the price action of European bank stocks, particularly Deutsche Bank (Bank Bounce?). In hindsight this seems like an obvious observation for the very near term: DB has …

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June 16, 2016 by Dan • Commentary

Regular readers know I haven’t had many positive things to say about the prospects for banks stocks in 2016. My cautious view has had little to do with the recent concern emanating from the increased (yet …

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April 5, 2016 by Dan • Commentary

Earlier today I tweeted the following regarding the price action in European bank stocks. Remember, they were very high on the list of issues rattling global markets in January and February: Euro Banks were big …

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