The Weekender
Aviate - at Seeking Alpha - Sun May 17, 7:39AM CDT
Rising rates, banks, beta and the pain trade We note a strategy piece by a well-respected strategist this week (JPMorgan) used the word ' reflation ' - one all but removed from investment parlance - with respect to the bond market's rather vicious...
WMT: 73.12 (+0.34), RBS: 10.73 (+0.26), SPY: 207.48 (+2.58), LYG: 5.28 (+0.12), AV: 16.38 (+0.41), MR: 26.11 (+0.38), PSO: 19.11 (+0.56), LBTYK: 47.78 (+1.54), TI: 13.19 (+0.48), LBTYA: 50.86 (+1.87), BHP: 39.47 (+1.07), TEF: 14.62 (+0.87), DIA: 177.41 (+2.15), ING: 16.98 (+1.00), RIO: 39.14 (+0.61), PHG: 26.26 (+1.11), VOD: 36.46 (+1.07), QQQ: 107.65 (+1.62)
BPI soars on Caixabank's takeover bid
Seeking Alpha - at Seeking Alpha - Tue Feb 17, 6:01AM CST
Haitong Kicks Off Wave Of Cross-Border Brokerage Ties
Doug Young - at Seeking Alpha - Tue Dec 09, 3:58PM CST
Bottom line: Haitong's purchase of a Portuguese investment bank marks the start of a new wave of cross-border tie-ups in the financial services sector, which could fuel a rally in stocks of Chinese brokerages. A new wave of Sino-foreign tie-ups in...