I haven’t read much worth sending out the last few weeks. As a reminder to new subs, I’ll send you a $100 credit if you email in a research piece that we end up using in an email. Just type “RESEARCH” in the subject line.
Here’s a fun piece from Jared over at the Dirtnap looking at Canadian banks. If you listened to our podcast earlier this year he gave a great overview of his bearish thesis.
Chart then downloads:
Link to Download