Stocks have reacted so favably to what is happening. If you look at the equity valuations of Global Equities without Financial Services since the crisis. Equity prices are up 100 . Until the selection, financials were down 20 to 30 . So you are starting with a phenomenal valuation discount. Thats why i think this will be sustainablfor a while. I think discussion of rolling back the parts of regulation that have been not effective and by no means am i a proponent of rolling back all regulation. We can see there are portions of this that have been costly and ineffective and slowed the growth of banks. I think there is some wind in the sails here. Trish you couple that are higher Interest Rates and thats feeding this as well. I dont think there is any business that wont benefit from higher Interest Rates. Gary viewers talk about how the financial industry suffered from regulation. But i always ask what kind of thing will make the earnings grow faster for the banks . I cant think of anybod
Stocks have reacted so favably to what is happening. If you look at the equity valuations of Global Equities without Financial Services since the crisis. Equity prices are up 100 . Until the selection, financials were down 20 to 30 . So you are starting with a phenomenal valuation discount. Thats why i think this will be sustainablfor a while. I think discussion of rolling back the parts of regulation that have been not effective and by no means am i a proponent of rolling back all regulation. We can see there are portions of this that have been costly and ineffective and slowed the growth of banks. I think there is some wind in the sails here. Trish you couple that are higher Interest Rates and thats feeding this as well. I dont think there is any business that wont benefit from higher Interest Rates. Gary viewers talk about how the financial industry suffered from regulation. But i always ask what kind of thing will make the earnings grow faster for the banks . I cant think of anybod
Stocks have reacted so favably to what is happening. If you look at the equity valuations of Global Equities without Financial Services since the crisis. Equity prices are up 100 . Until the selection, financials were down 20 to 30 . So you are starting with a phenomenal valuation discount. Thats why i think this will be sustainablfor a while. I think discussion of rolling back the parts of regulation that have been not effective and by no means am i a proponent of rolling back all regulation. We can see there are portions of this that have been costly and ineffective and slowed the growth of banks. I think there is some wind in the sails here. Trish you couple that are higher Interest Rates and thats feeding this as well. I dont think there is any business that wont benefit from higher Interest Rates. Gary viewers talk about how the financial industry suffered from regulation. But i always ask what kind of thing will make the earnings grow faster for the banks . I cant think of anybod
Stocks have reacted so favably to what is happening. If you look at the equity valuations of Global Equities without Financial Services since the crisis. Equity prices are up 100 . Until the selection, financials were down 20 to 30 . So you are starting with a phenomenal valuation discount. Thats why i think this will be sustainablfor a while. I think discussion of rolling back the parts of regulation that have been not effective and by no means am i a proponent of rolling back all regulation. We can see there are portions of this that have been costly and ineffective and slowed the growth of banks. I think there is some wind in the sails here. Trish you couple that are higher Interest Rates and thats feeding this as well. I dont think there is any business that wont benefit from higher Interest Rates. Gary viewers talk about how the financial industry suffered from regulation. But i always ask what kind of thing will make the earnings grow faster for the banks . I cant think of anybod
Washington and why the bank stocks have reacted so favably to what is happening. If you look at the equity valuations of Global Equities without Financial Services since the crisis. Equity prices are up 100 . Until the selection, financials were down 20 to 30 . So you are starting with a phenomenal valuation discount. Thats why i think this will be sustainable for a while. I think discussion of rolling back the parts of regulation that have been not effective and by no means am i a proponent of rolling back all regulation. We can see there are portions of this that have been costly and ineffective and slowed the growth of banks. I think there is some wind in the sails here. Trish you couple that are higher Interest Rates and thats feeding this as well. I dont think there is any business that wont benefit from higher Interest Rates. Gary viewers talk about how the financial industry suffered from regulation. But i always ask what kind of thing will make the earnings grow faster for the