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Nicholas Glinsman on Banks, Commercial Real Estate, and China

Forward Guidance

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The Role of Regional Banks in the Oil Sector

If we saw a reason that crude oil was going to rally hard, you'd have a look at the regional banks in the shale area. They're sitting on debt, I don't know whether they're sitting on equity, but debt to a lot of these all these smaller fracking companies. Their loan to value would improve dramatically if oil was higher. So it depends on the region, and it depends on what their asset mix is.

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