『Should we be worried about the collapse in regional bank stocks?』のカバーアート

Should we be worried about the collapse in regional bank stocks?

Should we be worried about the collapse in regional bank stocks?

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In today’s Macro Minute, Darius breaks down the market’s reaction to the regional bank selloff and explains why investors should tune out the noise. Despite rising repo market stress and sensational headlines, the underlying regime remains solidly risk-on under Paradigm C. Darius reminds listeners that KISS and Dr. Mo continue to do their job—filtering volatility, minimizing downside capture, and keeping investors positioned to compound through uncertainty.
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