The main lesson is going to be not underestimating interest rate risk and having sufficient levels of liquidity, but also the regulation that will be applied to all the banks or low levels. The United States should be able to comfortably walk into the bank and expect the bank to be regulated on the same level as the bank across the street. So you're talking health care, energy, utilities, consumer staples. Katarina: What about big technology? I'm looking at about a 7% gain for the week.

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