Which Is The Cheaper Bank Stock JPM Or BAC? Buying C And USB For Their Attractive Dividend Yields Belloumi Hull [PIlykmVy1ZY]

JPM vs BAC, which is the better bargain?

I also pose another question, Regionals Vs Large pedro porro Caps: How Would You Play It?

Does owning triple u.s. national debt interest payments leveraged longs in DPST and FAS down here make more sense than owning the stocks themselves with nice dividend yields? Triples are risky, but stocks have headline risk and are risky, too. Hmm.

Well, stocks almost seem like better leverage plays than triples, right now, plus you get income potential on top of the capital gains, without the leverage decay of triples.

Also, it is so funny that the bears on CNBC are buying banks for a rise, but think that the rest of the market can fall. Also, they think: what's 10% more downside in banks from here? Buy now!

Lol. I feel the same about the overall market.

If banks fall for the reasons feared (systemic issues which also lead to a recession), then everything in the market will drop, along with the banks. Not a great thesis real madrid club de ftbol by the bears IMO.

So funny, Steve Weiss also likes Amazon. Amzn is a market bellwether. So, like the banks, if the market falls so will Amazon. Or vice versa...

I wish I mentioned this point in the video: The yield curve is steepening, and Goldman upped its forecast for recession to 35 from 25%. If the yield curve is so accurate, why isn't that forecast for recession higher, like 75%?

Are we expensive? 19X multiple SPY, strip out top 10 weightings, multiple falls to 13x-16x, which is actually fair value.

Key has 100% maintenance, for regionals, so going with BAC C and USB.