Surveillance: US Payrolls Crush Estimates
Bloomberg Surveillance
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The Price Action Shakes the Fundamentals
Banks have been a wide open kimono this time, which is massively different than what we saw in 2008 and 2009. How do you select the good banks from the troubled banks on a Saturday morning as we've crashed? So we start with tangible book value. And then we apply the unrealized marks from HTM held to maturity portfolios.
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