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Bear Rally or Bottoming? 6/27/22

Halftime Report

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Capital Allocation Strategies of the Big Banks

There's very little chance that banks come out and raise their buy outs. Ild look for m to lowerem and also to lower any dividend increases. It just makes common sense. What's the rush? I see you own bank of america, morgan stanley and j p morgan. I do. And my belief is that the balance sheet, the lesson that was learned from the great financial crisis, will allow banks to be resilient and persevere through an economic contraction.

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