financials
September 2026Live view →
Where the voices land
All voices 3 voices3 bearish
Strongly bearish
- BSBill SmeadStrongly bearish Financials do poorly when rates rise, and banks heavy in investment advice will get their ears pinned back. “they don't have a tendency to do well when that happens, and I think the worries are accurate” ▶ 47:46 ‘Almost 0%’ Chance Stocks Are Higher In 10 Years… · 27 Sept
- JDJared DillianStrongly bearish Financials are topping; he flagged JPMorgan as a good short and Goldman and Morgan Stanley charts as scary. “it looks to me like semis healthcare and financials are topping right now” ▶ 7:57 “I’m Insanely Bullish on Bonds” | Jared Dillian … · 3 Sept
Bearish
- ETElizabeth ThomasBearish Banks rolling over is a warning sign that the market's broadening out is stopping, and it doesn't give her a good feeling near term. ▶ 19:46 U.S. Bonds Are Trading Like an Emerging Market w… · 28 Sept
3 bearish
Mentions
20 in September 2026Mon 31Tue 22 · 3Thu 1
Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Dan Nathan 3 mentions
- David Lin 3 mentions
- Adam Taggart 3 mentions
- Guy Adami 2 mentions
- Max Wiethe 2 mentions
- Jack Farley 2 mentions
- The Kobeissi Letter 2 mentions
- Eric Wallerstein 2 mentions
See what your own voices say about financials, every morning.
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