I'm waiting for some more major homebuilder/regional bank failures before I call the bottom. Then I'll start with a few best of breeds like USB, BBT, WFC, STI, NVR and TOL. But for at least the next few months its "THE HOUSE OF PAIN" lol. If ya gotta go long banks then try a basket of foreign ones like Barclays, ICICI, Banco Santander and Banco Bradesco.
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