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Few Names I'm Watching

Few Names I'm Watching

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Victaurs
May 29, 2024
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Few Names I'm Watching
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Down 580bps on the week for the index coming off a decent run up. It’s hard to see how we break out to the upside. I have maintained a light exposure to regionals since December of last year. Beneath the surface there are a few things going on that I figured I’d share.

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  1. The whole thing is trading on rates again. Long rates calmed d…

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