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MSMorgan Stanley$196.67
24h
+0.14%
30 Jun, 02:29
Potential short target under Warsh regime scenario
Bearish-7.11%
AI Summary
The author discusses a hypothetical Warsh regime scenario where investment banks (MS/GS) would be short targets while regional bank ETFs (KBE/KRE) would benefit, but notes the feasibility is almost zero.
Another possible short target under a Warsh regime is investment banks, such as MS/GS. Conversely, banks would benefit, KBE/KRE. Essentially, it is a financial version of "Make America Great Again", mimicking the financial landscape of the post-war boom period. Of course, the feasibility is almost zero, but I admire his guts.