The Golden Age for Banks & 3 Bullish Tailwinds + A Time Capsule

Stanley Druckenmiller once said, "Invest in where the situation will be 18 months from now, not where it is today." That principle is more relevant than ever in banking.

Today, opinions are sharply divided. The bears claim banks have hit full valuations, pointing to historical averages. The bulls counter with optimism, arguing there’s still plenty of room for growth.

Who’s right? And more importantly, how should you position yourself?

Read on to find out. And a Happy New Years eve to all.

Spoiler alert: I’m firmly in the bullish camp over the next 18 months but as you know I’m perfectly willing to be wrong and change my mind along the way.