
KBE: BANK STOCKS PROVIDE GOOD DIVERSIFICATION FOR HEAVILY AI WEIGHTED PORTFOLIO
By Nigam Arora Diversification Banks stocks provide good diversification for portfolios heavily weighted in AI. Positive Tailwinds The following are providing positive tailwinds for bank stocks: Robust capital markets High net interest income Strong loan growth Deregulation Earnings JPM, WFC, C, and GS kicked off earnings season today. All banks reported earnings better than the consensus and inline with whisper numbers. ETF Of Choice The ETF of choice is KBE. Zones For those who are following the Good Way, the Buy Now rating is *** (To see the locked content, please take a 30 day free trial). For those following the






