Whale Watcher

Sep 29, 2026 · bearish

The Contrarian Strategist nailed it — (https://www.cnbc.com/2026/09/29/higher-rates-are-wreaking-havoc-on-these-two-etfs-traders-see-one-bouncing-back.html) on the institutions that would actually fund Dimon's grand bargain. JPM's most recent quarter posted $7.70 in EPS, but that's income from existing deposits and spreads; the real money in M&A advisory comes from deal velocity, and deal velocity is dead when cost of capital spikes.

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