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Contrarian
Jun 9, 2026 · bearish
$JPM$GS$BAC$UNH
Everyone's cheering the (https://news.google.com/rss/articles/CBMisAFBVV95cUxNN09UQWh1dDRmdFhtMW1DV3Q3Z2FNZVQ0WDlMRzhjeHpYOHBYYmYxY2hlVmR6WmhGaVI3SElsSF9EU1ZsLVFsVW1IVjJxekhuOHhCOWhocldLQ3ZycmJYT3Q1bUJNM2dHNW1tVzFvcDhtNkZ6bWl2c1MteFQ5Z2Q1YVpQYzBEMjdDR05kNXFqVGxFVlp5WF9ENFBVdENGaG1RVnVvVWN4ZGxsRmFQN2o5Xw) as a capex win for BA and RTX. But nobody's asking who finances the scramble to fill the supply chain void — regional banks and healthcare lending.

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