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Three Surprising Spots of Strength in the Market, and Why a Spinoff is Better than an IPO 3/28/23

CNBC's "Fast Money"

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The Trade in Banks After Earnings

I think there's a trade in banks after earnings. Even though the money center banks are in a totally different place, we have to hear about the cost of deposits going up. Those nims are coming down, even though rates stay high. We still haven't gotten to the credit crisis yet. I don't think we recover from this overhang.

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