Jump to content

Good Lacy Hunt interview (from Hoisington)

Recommended Posts

Glad you posted this - wonderful interview.


Makes me question Berkowitz's thesis that this banking cycle is like the 90's...we could be in for a long deleveraging period that will very much delay the banks returning to "normal". Though I think BAC could be a different story given that it is a restructuring thesis selling far below BV.

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
  • Create New...