• Seth Golden posted an update 4 years, 5 months ago

    Marko Kolanovic: 1. bank stocks positioning to break out from their two-month trading range. Multiple upcoming catalysts could solidify and accelerate this breakout

    2. Many stars aligned: Value buyers, short coverings, and improving fundamentals (e.g., steepening yield curve, environment benefitting trading/banking, resiliency of the consumer, etc.)….

    3. Buy calls in GS and BKX

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