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Bank Rally Boosts Stocks

MRKT Matrix

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The Bull Case Is That the Fed Is Going to Stop Breaking Things QT

There's no real in my opinion you can't really make a bull case on the back of earnings growth because we're not seeing it. If your only bull case is that they somehow have our backs magically and nothing's going to break moving forward I mean that's prettyPretty precarious if you just want to look at the one name which has gone from down 55 percent to up 40 some percent so it's getting a little steam here. What does 25 dollars do for you right?

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