Deutsche Bank AG (DB)

Mark gave my favorite presentation (so good that I have asked John Mauldin permission to show the video tomorrow). Mark is the founder, CEO, and chief investment officer of Morgan Creek Capital Management. He is also the managing partner of Morgan C...

* Also the domestic kind! As previously mentioned, I am long a basket of speculative, large cap European bank stocks. The space is stronger this morning on some good news on Deutsche Bank today. From my 15 Surprises for 2020: Surprise #5 With Draghi...

I have sold my speculative Deutsche Bank shares (for a very small profit) and I am taking the stock off of my Best Ideas List. The proximate reason for the sale was my analysis of the bank over the past weekend following the Wednesday report of a $9...

* My revised levels I don't want there to be any ambiguity about the size of my positions or about my buy and short levels as I strive for as much transparency as possible. "When the time comes to buy, you won't want to." - Walter Deemer "When the t...

Deutsche Bank is now a healthy and profitable investment - after the renters vacated the building on the last decline. Its a speculative one, though.

* makes a new high and I am sticking with my small long investment position. * , a recent buy, is up another $3 after climbing by nearly $4 yesterday. Holding on. * also on a tear, up by over +$33. Though its been an amazing multiple day upturn I am...

* DB has made quite a run from the recent lows and it's trading higher this morning * Japanese and European bank stocks are hitting four week highs today * The calls for more global rate cuts are fading and objections to more easing are growing more...

Back in the Spring of 2018 I talked about the reduced market liquidity and an anticipated new regime of volatility. Here is a repost during the midday lull: * A little discussed issue is the loss of market liquidity since the end of January * This i...

I continue to buy on weakness. This is a long term lease and not a short term rental.

An observation - though I am not sure what it means! Deutsche Bank is showing good relative performance against its U.S. money center peers. Perhaps the stock is finally washed out. I have been a steady buyer over the last month of this speculative ...

Another rally (of moderate means) off of the day's lows. Trades today: * Added to (speculative), and longs. * Added to short. * Added to short.

Has the slow grind higher started for Deutsche Bank ? It is now bid over $8 in Europe. Here is my thesis. 

Deutsche Bank is well bid overnight, again. DB was made a Best Idea yesterday.  

Deutsche Bank reports that risk parity and volatility control funds are near their maximum equity allocations:

* For the first time in years, Deutsche Bank is showing a willingness to change and downsize in an attempt to confront the top-line sales and capital challenges This morning I want to outline, in general terms, the case to own DB. (I will have a mor...

Last week I took a speculative long investment in Deutsche Bank .  Here is my thesis.

I added to my , and longs and to my and shorts. Thanks for reading my Diary today. Enjoy the evening.

* With wide open eyes (and analysis)! As most of you know, I have been a long time believer that Deutsche Bank was a potential "Black Swan" in the world's financial system. I have been an outspoken critic of the bank's management and I have long sug...

Peter Boockvar on Deutsche Bank and sentiment: It's easy to blame Deutsche Bank's management for the faltering performance over the past few years but negative interest rates didn't help. Here' s a chart of Deutsche's stock in orange and the German ...