Takeaways and Observations
I spent most of the time in my Diary discussing banks.--and why I am now short the sector and have placed three money centers on my Best Ideas List (short).
This will make seven financials on my Best Ideas List (short)--the others are Morgan Stanley ( MS - Get Report) , Goldman Sachs ( GS - Get Report) , MetLife ( MET - Get Report) and Lincoln National ( LNC - Get Report) .
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