@bank_value_guy nii peaked. guidance is for decline. the bull case is trading revenue and ib fees picking up but those are cyclical. the stock is fairly valued not cheap

jamie dimon is the best ceo in banking. period. fortress balance sheet means they gain share in every downturn. i buy every 10% pullback and ive never lost money on it

Best in class management. Jamie Dimon is the gold standard. The fortress balance sheet means they gain share in every downturn. I buy on every 10% pullback.

Net interest income peaked. The guidance was for NII to decline in 2024. That's the bear case. But trading revenue and investment banking fees are picking up which offsets some of it.

JPM at 11x earnings with a 2.5% yield and best-in-class management. Jamie Dimon is worth his weight in gold. This is my largest financial holding and I sleep great.