MKT Call 7/5/22: Stocks Sink, ARKK Outperforms and Crude Crash Could Signal Lower Gas Prices
RiskReversal Pod
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What's the Biggest Thing for the Market?
The big broker dealers, right? Investment banks look very heavy. So did the credit card lenders like cap juan and discover. Even american expresses struggling. And then of course, all the superisional from pand c and, you as bankworp, to the big heavies like jbe morgan. Their relative performencs to the market is poor. I just wouldn't want to bei there, danny. What do you make of the under performance relative the s and p? Because you have j p down again, 30 % o the year, verse the s and P, that's down only 20%.
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