Lions.. as you all know, we were waiting for a drop in the banks, we anticipated it, and we have pounced all over the recent pullback..
Now, off of the recent low, JPM, GS, and BAC have done VERY well- AND THEY ARE NOT DONE in my opinion.
I personally will continue to add to my core bank positions aggressively.
Just a heads up.
GM
Oil may go down though. Ukraine president and Putin has agreed to talk about 'not joining NATO'
So if true, oil and gold are screwed
Moreover, 10 yr may come down. With Oil and 10yr down, that would mean banks may slide ?? no ? I may be way off but that's my play book for now - oil down, gold down , bank down, Tech up
I'm glad to see that you're helping these people Greg. 😃