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Ep 387. Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage

Focused Compounding

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Is There a Risk for America's Carmart

There's a lot of inflation like asset inflation stuff that might be worrying I think more in car than home probably so that doesn't affect that many banks. But for those that it does like we talk about America's carmart, which is not a bank, but is exposed to that and there are other ones That do that. The gap has gotten pretty big between a nine-year-old used car And and some new cars - Tesla just because obviously Tesla is because of the fact that's electric and stuff It just doesn't work. Well as a choice for that It would be something that you'd obviously avoid and stuff.

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