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RE: In depth Look At Netflix And Banks Earnings

in TradFi • 13 days ago

Great breakdown. The Netflix pivot to ads-tier is smart defensive play even if the stock is reacting to short-term misses.

One angle worth adding: the banking earnings are showing the cracks in commercial real estate. That's the slow-moving story nobody's pricing in yet — defaults are rising but banks are extending loans to avoid marking to market.

Appreciate the earnings analysis. Followed.

13 days ago in TradFi by
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         13 days ago 

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