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Nicholas Glinsman on Banks, Commercial Real Estate, and China

Forward Guidance

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The Rise of Regional Bank Stocks

Nick Francona: Technology didn't work too well in terms of the banking system. He says SBB tipped them out straight off by Peter Thiel's announcement that he told everybody to get up, she's got to be out. So I think what we've got, again, is a structural trend towards a more concentrated banking market. Easier for the authorities to control. Yes.

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