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The Banking Crisis (Or Opportunity) With Michael Belkin

Lead-Lag Live

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The Banking Crisis: Banks Short

Banks to me are short. Anytime they go up, you know, a little good. KBE banks, XLF banks, XLE for energy. That's really broad. If you, I have a bunch of names, I'm not going to give them here. You have to subscribe to the report to get the names that we're recommending. But anyways, there's a certain threshold of banks that have a high amount of underwater securities that they'll have to give rid of to the Fed. And they're going to have deposit out. So it's enough said on that the banking crisis banks are short. I think that's going to continue.

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