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The Macro Environment and the Overview of What Led to Bank Failures
Not all alt are created equal. There is a huge difference between the top 5% 10% of outperformers and the bottom of the pile. The biggest question again is, do the bank failures actually make the Fed pivot? As of the last few weeks, at least, it seems like the market is convinced that that is the case. We'll talk about the positioning in the current economic environment, some of the future of the banking system.