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

Better time for consumers, but tougher for producers What's a profit recession> Happy Thanksgiving US GDP vs S&P Macro trends favor Retailers over Industrial Capital Goods, so do we Dollar and oil snip S&P 40 EPS Slow growth, but strong payouts: Definitive dividend vs blurry buybacks Trick or treat? Skip the dark hou

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

ystem, but not a substitute Finding Domestic 66P 500 stocks Both Domestic Cyclicals & Defensives 2015 S&P gains now PE expansion dependent S&P 500 Industrial Capital Goods High risk, low reward - we prefer Tech Seven Signs. 2 Red, 4 Yellow, 1 Green The PE tug-of-war continues in 2015 Slow EPS growth vs low bond yields

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

ystem, but not a substitute Finding Domestic 66P 500 stocks Both Domestic Cyclicals & Defensives 2015 S&P gains now PE expansion dependent S&P 500 Industrial Capital Goods High risk, low reward - we prefer Tech Seven Signs. 2 Red, 4 Yellow, 1 Green The PE tug-of-war continues in 2015 Slow EPS growth vs low bond yields

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

ougher for producers 12-Oct-15 What's a profit recession? 2-Oct-15 Happy Thanksgiving: US GDP vs. S&P 28-Sep-15 Macro trends favor Retailers over Industrial Capital Goods, so do we 18-Sep-15 Dollar and oil snip S&P 4Q EPS 11-Sep-15 Slow growth, but strong payouts: Definitive dividend vs blurry buybacks 4-Sep-15 Tr