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ED.47 After Portugal Who Else Is Vulnerable?
In my research over the past 2 years, I have created multiple charts which show loan/deposit ratios and tangible leverage for banks globally. First on the list of those in the danger zone with a high LDR and high leverage is Portugal. ————————————————————————– Full report is available in “RESEARCH” ————————————————————————– toto togel toto slot situs togel situs togel sydney night bento4d situs slot bento4d bento4d bento4d bento4d situs toto situs togel situs slot situs togel [...]
Paul Schulte
July 23, 2014
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RTHK: Money For Nothing
I was recently invited as a guest speaker on RTHK's Money for Nothing . Please see below for the link. Enjoy ! The strength of online companies toto togel toto slot situs togel situs togel sydney night bento4d situs slot bento4d bento4d bento4d bento4d situs toto situs togel situs slot situs togel togel online togel online bento4d toto togel toto togel bento4d situs togel situs toto situs togel link slot slot 4d toto togel slot [...]
Paul Schulte
July 2, 2014
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ED: 46 Global & Asia Portfolio Scraping: What Everyone Owns (and It Isn’t Banks!)
We have done some scraping (sounds naughty!) and looked at all the publicly available data on the top holdings of the largest hedge funds and the largest Asia-based funds. ————————————————————————– Full report is available in “RESEARCH” ————————————————————————– toto togel toto slot situs togel situs togel sydney night bento4d situs slot bento4d bento4d bento4d bento4d situs toto situs togel situs slot situs togel togel online togel online bento4d toto togel toto togel bento4d situs togel situs [...]
Paul Schulte
June 30, 2014
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19-06-2014 Interview : Eye On The Globe (Reuters)
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Paul Schulte
June 23, 2014
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Get Close to the Cloud Server or Perish
Alibaba will be unbeatable in 1. Consumption Data; 2. Payments Behavior; 3. Finance and Investment Data; 4. Location Data; 5. Family Creation Patterns; and 6. Social Networking. In this report we explore how algorithmic bots (in alliance with the cloud) are creating five phenomena. -------------------------------------------------------------------------- Full report is available in "RESEARCH" -------------------------------------------------------------------------- toto togel toto slot situs toto situs togel situs toto situs togel sydney night bento4d situs slot bento4d situs slot bento4d bento4d bento4d [...]
Paul Schulte
June 18, 2014
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Featured on CCTV : Banking growth slows in emerging Asian markets
My view on Investment Banks in this video clip (1:56) bento4d situs togel slot gacor situs toto bento4d bento4d situs toto toto togel toto slot bento4d situs togel online situs togel sydney night bento4d situs slot bento4d situs slot bento4d bento4d bento4d slot resmi situs gacor toto slot toto slot slot 4d toto slot situs slot situs toto toto togel link alternatif bento4d toto slot situs toto situs toto situs toto thepubtheatre situs togel link [...]
Paul Schulte
June 11, 2014
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Bank Technicals
The single most overbought index globally (which is also losing momentum) is the SENSEX. The ECB rate cut is electric for leveraged assets. RISK ON! Deutsche Bank is THE most oversold bank globally. There is a very good chance of a melt-up in leveraged assets. bento4d situs togel slot gacor situs toto bento4d bento4d situs toto toto togel toto slot bento4d situs togel online situs togel sydney night bento4d situs slot bento4d situs slot bento4d bento4d bento4d [...]
Paul Schulte
June 9, 2014
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Return on Capital (ROC) for Banks Shows Resurgence in INDO, UK, ITA and IRE
In the long-term, ROCs (and their rate of change) drive stock prices of banks. Most GEMS banks have created a capital base from retained earnings and have virtually no long-term debt. Therefore, Return on Equity IS Return on Capital. The low denominator creates impressive returns on capital from 8%-18%. These ROCs can easily meet or beat the cost of capital Please contact us to obtain full access of our weekly reports. situs togel sydney night bento4d situs slot bento4d [...]
Paul Schulte
June 3, 2014
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Developed Banks LDR Structures: Out Of Danger. Investment Banking & Derivatives Need Major Overhaul.
Overall, the bulk of the world's developed banks are now out of danger. The DXY is telling us this, as are loan-to-deposit ratios. The danger has now clearly moved to the developing world, led by Brazil, Russia, Chile, and to a much lesser extent, China (it is entirely self-funding, has a solid infrastructure and has rich central coffers). The global credit cycle is a lunar move with the high tide now in the US and [...]
Paul Schulte
May 28, 2014
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Trading the Loan-to-Deposit Ratio (LDR) Cycle in Asia and GEMS:
LDRs are peaking in Russia, Brazil, Thailand, and China. Australian banks have been going nowhere for a year. I am in Brazil (Rio) now and it is looking dicey. I think there will be violence for the World Cup bento4d bento4d bento4d situs toto bento4d bento4d bento4d bento4d bento4d bento4d bento4d bento4d bento4d bento4d bento4d bento4d bento4d bento4d bento4d bento4d bento4d bento4d bento4d bento4d bento4d bento4d bento4d bento4d bento4d bento4d bento4d bento4d bento4d https://stikesukpm.ac.id/ https://akperbinalitasudama.ac.id/ https://akfartparjuna.ac.id/ https://akgkendari.ac.id/ [...]
Paul Schulte
May 27, 2014
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About Paul Schulte

Paul Schulte has had a career in equity research which spans 22 years on both the buy and sell sides covering the Asian and emerging markets. He also has 5 years of government policy experience in emerging markets. He has been frequently ranked in top-five…read more

Paul Schulte

Philosophy

The Schulte Research Report focuses on banks, bank credit, liquidity & corporate solvency. Bank credit drives economics, not the…read more