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  • βœ‡Curzio Research
  • The big bank trade is over Frank Curzio
    The bull thesis around big banks has fallen apart. Plus, why good news isn't stopping the selloff… Are we in the middle of a bubble popping? … 3 sectors holding up amid the market carnage… And more. The post The big bank trade is over appeared first on Curzio Research.
     

The big bank trade is over

14 October 2026 at 11:42

The bull thesis around big banks has fallen apart. Plus, why good news isn't stopping the selloff… Are we in the middle of a bubble popping? … 3 sectors holding up amid the market carnage… And more.

The post The big bank trade is over appeared first on Curzio Research.

  • βœ‡Curzio Research
  • Is the selloff in financial stocks a warning sign? Frank Curzio
    Should investors be concerned about the selloff in financial stocks? … Are SMLs a headwind for data centers? … A Curzio Research matchmaking service… And why Anthropic is turning to the government. The post Is the selloff in financial stocks a warning sign? appeared first on Curzio Research.
     

Is the selloff in financial stocks a warning sign?

17 September 2026 at 12:03

Should investors be concerned about the selloff in financial stocks? … Are SMLs a headwind for data centers? … A Curzio Research matchmaking service… And why Anthropic is turning to the government.

The post Is the selloff in financial stocks a warning sign? appeared first on Curzio Research.

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