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Up to the individual investor, I guess. Prretty much all size categories have taken a beating in the market lately. I personally tend towards the smal and midsize guys. I have positions in one bank with a market cap of ~25MM, one with a cap of ~100MM, and one with a cap of ~2.8 billion. The biggest of the three probably has the most impressive operating performance over time and the best risk management.
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"And Jesus spake, 'Become thou now fishers of adjustable rate mortgages'" - New Conservative Bible
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