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Chris Whalen on Big Bank Earnings and the Return of Credit Risk

Forward Guidance

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Warren Buffett's Sell of US Bank, USB

JP Morgan and the US Bank are the best at just managing duration overall. I believe it's the case, Chris, that Warren Buffett sold US Bank, USB. You can't model this until you know what's going to happen with credit. It's a big question as to what long term returns are going to look like into the year.

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