Tough Spot For Fed + SVB Coffee Crisis Chat
MRKT Matrix
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Regional Banks Are Going to Be Great Trading Vehicles
regional banks which have underperformed in a significant way may play catch up. These are going to be great trading vehicles I would imagine absolutely saw that during the financial crisis they became great buying opportunities and before that selling opportunities. It's one thing to talk about deposits and then you're holding or held to maturity of treasuries and mortgage-backed securities it's another to really dig in and do granular work on these banks.
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