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Pod 25. July FOMC, Rate hikes, and What is happening with markets at all time highs

Unusual Whales

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Regional Banks: A Tactic Opportunity

I think it's a really interesting sector because obviously the entire sector got got creamed after first first republic and you know Silicon Valley before that. Every sort of mid-size or small regional bank got crushed partially because people traded TS and trade sectors as a whole these days. I do think that there are some serious headwinds which everyone is aware of and was part of the reason why banks did trade off but those headwinds still exist.

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