Just wanted to do a follow up on a few odds and ends from my “banks banks banks (redux)” post earlier this week. At the the end of my post, I said “I think a basket of banks will likely do very well over the next few years.” I just wanted to emphasize the term “basket” there; there are just too many idiosyncratic issues that can happen at a bank (I
Banks banks banks (redux) follow up
excellent work
thank you