Time for a bit of back-patting. Yesterday we pointed out two important themes after the SNB intervention. Today, bank research is full of the same themes. We’re probably not going to provide you with tremendous amounts of blue-sky thinking on this site but we are going to point out a lot of things before others catch on: that’s our value-add, in corporate speak.
So why wait for some over-paid guru to tell you what’s going on when you can hear it first from a bunch of puffy middle-aged ex-traders (Except Sean, damn him!)