Earnings, Fed Decision and Recession in View
Bloomberg Businessweek
00:00
The Importance of Bank Valuations
The bank stocks are being valued by the same people that should be close to one, right? It just means they're valued at the stuff they have. We like small caps and mid caps because we don't see a recession. If you go back multiple decades relative to large caps, financial, small caps, industrial, the energy all look pretty darn good to us.
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