Cheap Ain’t Enough Anymore ... My Thoughts on US Banks Vs. European Banks
When I wrote Things Done Changed at the end of April, I made it clear: the tilt in banks for me was to the U.S. … and for good reason.
“I think the American Banks are going to outperform going forward.”
“Once we clear this tariff nonsense here in the U.S. and assuming the economy doesn’t go into full blown recession, the Ameri…
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