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Financials Co-Sector Head Jonathan Casteleyn was in the Hedgeye studio today reviewing key developments in his sector and providing updates on his top long and short ideas. CLICK HERE to access the associated slides.
Topics included:
- Recommended Positioning, Rate Sensitivity and Volatility (Too Low)
- ETFs Skyrocketing ... Mutual Funds in Trouble
- One M&A Deal To Look Out For
