BYND - It's Lonely In Shortsville Sentiment Is Very Optimistic: I'm Not Covering Yet Here's Why

Let’s Just Say That I’m Early

Right now, there are just no negatives ahead of us. Earnings so far are surprising to the upside, starting with the big financial names. This opens a window into the health of the economy from a macro perspective. The big banks are doing really well despite the low net interest margin, the result of artificially low-interest rates. It's clear that not only are there fee-based profits from active checking accounts but also loan demand. With the trade deal, I expect C&I (Commercial and Industrial) Loans to rise as well.