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Feb 11, 2016
2:03
:38
pm
lyrok
3rd String
JPM has huge exposure to derivatives market that is unwinding.
They are in the same boat as Deutsche Bank and Credit Suisse. I would rather short JPM than buy right now.
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lyrok
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lyrok
Joined
Jun 30, 2011
Last login
Jun 9, 2021
Total posts
730 (1 FO)
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Messages
Author
Time
This market has moved financial stocks to a very attractive level IMO.
ChubbyChaser
2/11/16 1:09pm
Except the US domestic oil industry is diving into bankruptcy
Busiturtle
2/11/16 1:14pm
Which only represents about 2% of the economic progress of late
Cougarclaw
2/11/16 1:18pm
Forward earnings are kind of a load of crap
QuickCoug
2/11/16 1:14pm
I agree with you on reserves. No doubt that banks have emptied those over the
ChubbyChaser
2/11/16 1:26pm
Problem is that markets move on perception and if people think it's bad
Jersey hunter
2/11/16 1:44pm
what makes you think there wont be another 2009? just curious
Deleted
2/11/16 1:14pm
This pullback is being driven by diving oil prices (historically odd and
ChubbyChaser
2/11/16 1:23pm
I am not convinced that what is going on in China won't affect the US market.
crack
2/11/16 1:33pm
I've entered into a number of long straddles. Let it ride baby.
WDaddy
2/11/16 1:45pm
I'm not saying that it won't impact the US at all. I'm just saying that I think
ChubbyChaser
2/11/16 1:49pm
I'm comfortable with my inverse positions.....for now.
byubyu
2/11/16 1:30pm
Still one of the most vulnerable sectors, especially if Euro banks keep tanking
Jersey hunter
2/11/16 1:42pm
Housing will get likely get hit as well...some markets are back to their 2008 #s
Nat Gas Man
2/11/16 2:33pm
Some of banking stock action makes you wonder what kind of exposure they have
MatthiasG
2/13/16 12:35pm
JPM has huge exposure to derivatives market that is unwinding.
lyrok
2/11/16 2:03pm
The concern is their exposure to oil and loans
I'mBatman
2/11/16 2:49pm
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