Bank Stocks: A Diversification Dilemma

Under the shadow of political whims, banks find themselves in a peculiar position. The regulatory regime, once a labyrinth of red tape, now seems to waver like a drunkard at a masquerade. Mergers and acquisitions loom on the horizon, a spectacle of corporate marriages where the bride and groom are often strangers. And what of the yield curve? A fickle creature, it may yet steepen, offering banks a chance to profit from the gap between short-term whispers and long-term shouts.




