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The Everything Bubble
Keith McCollum: There are a lot of different things there, right? I mean, the ignorance part, you don't know what the even C&I loans are. The whole business has changed to be predisposed toward long only. And that's just a consequence of this binary fed policy where they are very slow and late,. always to raise rates. On the other side, they rush and cut and hold them way too low for way too long.