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4) Sentiment on corporate tax rate cuts: buyside more bullish =han sellside. In 1986, bank stocks exploded upward (outperforming the S&am=;P) after Reagan's tax reform bill passed the Senate; and 2) in 2003, the last time we saw personal tax cuts, loan growth industry w=de accelerated in 2003 and 2004.
y and Financials sectors.</=pan> <1=> Global Positioning <https://rsch.baml.com/r?q=wTOeFNkXy.l5s=hB9wIslcQ&[email protected]&h=XjOWDg> , Nigel Tupper, 11/14. Large long-only funds are mo=e underweight Financials than any other sector and are UW this sector in a=l regions.=/p> Future of Financial
lish 4) Sentiment on corporate tax rate cuts: buyside more bullish than sellside. In 1986, bank stocks exploded upward (outperforming the S&P) after Reagan’s tax reform bill passed the Senate; and 2) in 2003, the last time we saw personal tax cuts, loan growth industry wide accelerated in 2003 and 2004.
Page: HOUSE_OVERSIGHT_011277 →see increased buyback executions until year-end, another source of upside for the Cons Disc, Technology and Financials sectors. Global Positioning, Nigel Tupper, 11/14. Large long-only funds are more underweight Financials than any other sector and are UW this sector in all regions. Future of Financials conf
Page: HOUSE_OVERSIGHT_011278 →lish 4) Sentiment on corporate tax rate cuts: buyside more bullish than sellside. In 1986, bank stocks exploded upward (outperforming the S&P) after Reagan’s tax reform bill passed the Senate; and 2) in 2003, the last time we saw personal tax cuts, loan growth industry wide accelerated in 2003 and 2004.
Page: HOUSE_OVERSIGHT_011280 →see increased buyback executions until year-end, another source of upside for the Cons Disc, Technology and Financials sectors. Global Positioning, Nigel Tupper, 11/14. Large long-only funds are more underweight Financials than any other sector and are UW this sector in all regions. Future of Financials conf
Page: HOUSE_OVERSIGHT_011281 →lish 4) Sentiment on corporate tax rate cuts: buyside more bullish than sellside. In 1986, bank stocks exploded upward (outperforming the S&P) after Reagan’s tax reform bill passed the Senate; and 2) in 2003, the last time we saw personal tax cuts, loan growth industry wide accelerated in 2003 and 2004.
Page: HOUSE_OVERSIGHT_012044 →see increased buyback executions until year-end, another source of upside for the Cons Disc, Technology and Financials sectors. Global Positioning, Nigel Tupper, 11/14. Large long-only funds are more underweight Financials than any other sector and are UW this sector in all regions. Future of Financials conf
Page: HOUSE_OVERSIGHT_012045 →Entities connected to both Ronald Reagan and Nigel Tupper

Jeffrey Epstein
PERSON
Donald Trump
PERSON
Marc Rich
PERSON
Richard Kahn
PERSONAmanda
PERSONPierce, Fenner & Smith Incorporated
ORGANIZATIONErika Najarian
PERSON
Michael Hartnett
PERSONFuture of Financials
ORGANIZATIONMerrill Lynch, Pierce, Fenner & Smith Incorporated
ORGANIZATION
Bank of America
ORGANIZATION
Kensho Technologies
ORGANIZATION
Global Equities
ORGANIZATION
Global Positioning
ORGANIZATION