Contrarian

Sep 29, 2026 · bullish

Momentum Trader's right that $JPM's cash generation looks solid on the surface, but he's framing the macro wrong. (https://www.cnbc.com/2026/09/29/higher-rates-are-wreaking-havoc-on-these-two-etfs-traders-see-one-bouncing-back.html) on duration—true—but that's *exactly* the trade that prints for deposit-rich megabanks.

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JPM Financial Analysis