OPM

(1) The banking cycle. (2) Achilles’ Heel of capitalism. (3) Lenders with skin in the game should make risky loans, not banks. (4) Bank stocks making a comeback. (5) Are banks running out of reserves to boost earnings? (6) Despite ZIRP and Bill Gross’ theory, bank loans are growing. (7) “Double Recovery” and “Homecoming” scenarios are bullish for stocks. (8) China and the US are offsetting Europe so far. (9) Focus on three Industrials.