Doug Kass: Why I'm Aggressively Buying Bank and Brokerage Stocks - RealMoney

Macro clarity - a mild and brief recession, which is my baseline expectation - could provide an ideal environment for these stocks....XLF

On Wednesday I listened to a downbeat discussion of bank and brokerage stocks on CNBC's Half Time. The investors that own them on the show were dour and disappointed. None expected near term relief… [+5744 chars]

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