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We draft 6 stocks from SOHN Investment Conference New York

Equity Mates Investing Podcast

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The Banks' Balance Sheet Problem

We always knew given what I've already described there are going to be bodies out there. The banks have got themselves in a balance sheet problem before the loan losses have started. There's a possibility that they can't put Humpty Dumpty back together again. We just had the most rapid increase in interest rates from the bottom in history.

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