rhink its priced in. KBE is the big banks, they are over pricing downside risk there. The risk is in the regionals, big banks should benefit. (JMHO)
Bought a little KBE at $38.45 (400), I''l buy more if it dives I
Started by
slupert
, Mar 13 2023 07:41 AM
3 replies to this topic
#2
MikeyG
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Posted 13 March 2023 - 07:54 AM
Not even sure how much risk the regionals have, if the risk was holding long dated bonds, they made a fortune between Friday and today.
Edited by MikeyG, 13 March 2023 - 07:55 AM.
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#3
slupert
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Posted 13 March 2023 - 08:32 AM
Litle more $36.41. (JMHO)
#4
slupert
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Posted 13 March 2023 - 08:34 AM
Not even sure how much risk the regionals have, if the risk was holding long dated bonds, they made a fortune between Friday and today.
I was thinking about SVB, what their breakeven is. Their balance sheet did get an improbement over the weekend. Not sure exactly how they are going to mark it to the market.
