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With dividends rising, stock buybacks returning and yields tightening, the banks are worth looking at for a few new long positions. We also look at banks that offer commercial services in both FIAT, lending, and 24/7 liquidity.
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Mish has a fresh look at emerging markets as they have fallen a bit behind the US performance due to Covid and trade issues. Is this a good time to start thinking forward and looking at emerging markets as the next opportunity?