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re: Regional banks
Posted on 2/13/24 at 9:18 am to Drizzt
Posted on 2/13/24 at 9:18 am to Drizzt
regional / small banks have large real estate concentrations. a large majority of that portfolio is maturing this year and next with huge negative consequences.
and, if you look at their net interest margins, continuing to get squeezed.
fundamentally, a sector with many more negative characteristics than positive ones.
and, if you look at their net interest margins, continuing to get squeezed.
fundamentally, a sector with many more negative characteristics than positive ones.
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