Epstein Secrets

ther 'fish hook' earnings season The Hulk vs the Amazing Euro Hero: Has the Euro found bottom at $1.10? Got your 2H sector strategy ready> Consider Utilities over regional Banks Yellen keeps equities on bullish path Bullish d dollar and yields settle here Dear Fed, avoid 1994 by hiking in Sep IC themes

but mind the GAAP A structural slowing of industrials: Investing around this late cycle risk Don't pull the plug on Health Care Corporate debt and Bank EPS outlook Portfolio Health Advisory: Premature rotation into Energy & Industrials Window for 2015 liftoff slams shut Cut S&P 2015 end target to 2050

ther 'fish hook' earnings season The Hulk vs the Amazing Euro Hero. Has the Euro found bottom at SI 10> Got your 2H sector strategy ready? Consider Utilities over regional Banks Yellen keeps equities on bullish path Bullish if dollar and yields settle here Dear Fed, avoid 1994 by hiking in Sep 10 theme

but mind the GAAP A structural sbwing of Industrials. Investing around this late cycle risk Don't pull the plug on Health Care Corporate debt and Bank EPS outlook Portfolio Health Advisory. Premature rotation into Energy & Industrials Window for 2015 liftoff slams shut Cut S&P 2015 end target to 2050

m $44 to $43 mostly at Energy and Financials. We raise our allocation to Banks and lower our allocation to Telecom from OW to EW and make our OW on Utilities smaller. Bank EPS is likely down 5% in 2016 rather than up 5% as we previously thought, as only for 2 Fed hikes in late 2016 won't raise the averag

at Energy and Financials. We raise our allocation to Banks and lower our allocation to Telecom from OW to EW and make our OW on Utilities smaller. Bank EPS is likely down 5% in 2016 rather than up 5% as we previously thought, as only for 2 Fed hikes in late 2016 won't raise the average 2016 Fed Funds ra

ther 'fish hook' earnings season The Hulk vs the Amazing Euro Hero. Has the Euro found bottom at SI 10> Got your 2H sector strategy ready? Consider Utilities over regional Banks Yellen keeps equities on bullish path Bullish if dollar and yields settle here Dear Fed, avoid 1994 by hiking in Sep 10 theme

but mind the GAAP A structural sbwing of Industrials. Investing around this late cycle risk Don't pull the plug on Health Care Corporate debt and Bank EPS outlook Portfolio Health Advisory. Premature rotation into Energy & Industrials Window for 2015 liftoff slams shut Cut S&P 2015 end target to 2050

ng 20% Leading and gaining Energy Telecom Health Care Cons. Staples Lagging and slipping -15% -10% Source: Deutsche Bank, Thomson Reuters Utilities -5% 0% YTD Total Return 5% 10% Leading but slipping 15% Cons. Disc. Page 42 Deutsche Bank Securities Inc. MTD Total Return 3 Month Total

but mind the GAAP A structural slowing of Industrials: Investing around this late cycle risk Don't pull the plug on Health Care Corporate debt and Bank EPS outlook Portfolio Health Advisory: Premature rotation into Energy & Industrials Window for 2015 liftoff slams shut: Cut S&P 2015 end target to 2050