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The Fed Put Still Lives | Vincent Daniel
Forward Guidance
The All Clear Signal to Invest in Banks
The speaker's bias is to own bank stocks because they are cheap and out of favor, but bank stocks are very volatile and precarious./nThe fundamentals of the underlying banks are not strong enough for the speaker to invest confidently in them./nThe speaker and their team have rarely been bullish on regulated banks, preferring to wait for material adverse credit or capital events before investing in them./nThe speaker acknowledges that the stocks are currently reflecting something bad, but they have not yet seen the full extent of a deposit run.
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