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The Fed Put Still Lives | Vincent Daniel
Forward Guidance
The Long-Term Outlook for Energy Stocks
The bank gallop is priced into a lot of these stocks that are trading. The fundamentals long-term are materially better than probably what there's there at forecast. But when you're in such negative debt store and they're so cheap, the rate of change can't materially get any worse. And I don't know if we're quite there yet. They're down, but it can get worse and we're getting cheaper.
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