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Where is the Crash?
The Compound and Friends
The Wild Card in Banking
When people are panicking, this is a classic value investor's dream. But there is a wild card in banking that's also that how will the regulators respond? Because the regulators can't punish the dead banks, right? So they've gotta go to the live ones. And so I think the rational reason that some people sold bank stocks was not any concern that the banks were financially vulnerable. It said they were regularly vulnerable.
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