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KBE

KBE

5 tracked calls · 5 long · 0 short · last 90d: 5L/0S
first called by Thoughtful Money 1mo ago
KBEKBELONG2d ago
“I'm overweight... financials because of what I described earlier with Wars' plan, the deregulation of the banking system, the steepening of the yield curve... The regional banks have done really well ”
Wealthion

The government plans to slash short-term interest rates to 3% and deregulate the banking sector, unlocking massive profits for struggling regional banks.

KBEKBELONG@ $68.14
$69.50+2.00%
since call Jul 29
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KBEKBELONG3w ago
“I wouldn't be surprised if the bank regulators are pushing for more mergers because it doesn't make sense to have thousands and thousands and thousands of community banks and they're probably encourag”
The Real Eisman Playbook · Steve Eisman

Regulators are actively forcing thousands of community banks to merge before the 2028 election, driving 181 deals this year, so buy the regional bank basket.

KBEKBELONG@ $70.31
$69.50-1.15%
since call Jul 6
peak +3.8%
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KBEKBELONG4w ago
“where I think you have the highest odds to be honest remains the inflationary boom... you buy value stocks and metals. And financials because you typically get a steeper yield curve.”
Thoughtful Money · Adam Taggart | Thoughtful Money®

With Japanese banks already crushing it as lending margins widen, buy financials to capture the upside of the inflationary booms politicians naturally create.

KBEKBELONG@ $66.54
$69.50+4.46%
since call Jun 28
peak +4.6%
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KBEKBELONG1mo ago
“Banks are crushing it, making new highs. It's all old school stuff.”
Forward Guidance

Capital is fleeing high-flying tech stocks and rotating directly into old-school bank stocks, driving the sector to fresh new highs.

KBEKBELONG@ $67.08
$69.50+3.61%
since call Jun 26
peak +4.3%
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KBEKBELONG1mo ago
“banks are breaking out … most European and also US commercial banks have been showing very good strength”
Thoughtful Money · Mark Newton

Banks breaking out at highs lead the rotation as breadth broadens

KBEKBELONG@ $66.64
$69.50+4.30%
since call Jun 18
peak +8.6%
Trade on Robinhood →