May 9, 2014 by Enis • Commentary

We discussed the bear case for financials in a Name That Trade post on Monday, included below.  In short, lower rates generally correlate with lower banking stocks, and that is starting to play out in …

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May 5, 2014 by Enis • Commentary

Our earnings recap of the banks last month indicated a difficult overall landscape for the sector.  On a sector level, the mortgage business was the particular sore spot, and the fixed income business was broadly weak …

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