The Market Rally's "Drive for Five" and Jamie Dimon's Letter to Shareholders 4/4/23
Squawk on the Street
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The Bank Discount Will Come Off
The stress test in retrospect didn't really work. JP Morgan's stock is being kept back by Silicon Valley and my first Republican. It's kept back by Comaraca. Zion's has always been a little bit too aggressive. I agree with him that the banking landscape is uninvestable, but I therefore don't want to reach the conclusion that this is investable.
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