Clearly no one can say when the banking crisis is contained, notes Brian Frank. He talks about how there is a lot of complacency in equities and credit spreads given bank failures. He discusses looking for the next problem area which could be commercial real estate, private equity, and gated funds. He also goes over takeaways from this earnings season, as well as how much longer mega-cap tech can carry the markets. He then highlights his stock picks which include Jack In The Box (JACK) and PG&E (PCG). Tune in to find out more about the stock market today.
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