Last night I worked the Prop Desk for Fast Money on CNBC. It was a lot of fun with so much going on in this tape.
Below are some clips…
Here I am talking about how the regional banks may be more interesting now that the large caps have begun to roll higher. Specifically, I highlight Signature Bank ($SBNY) as a name we’ve been long and continue to like:
Karen Finerman has some interesting thoughts on how the Age of the Conglomerate is behind us. She’s exactly right as we now have hyper-specialized companies and ETFs everywhere. But there is one conglomerate that will probably endure – the greatest of all time, Berkshire Hathaway, says me: