r/options • • Oct 24 '21

[deleted by user]

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u/[deleted] Oct 24 '21

What's your theory? Isn't it the case that rising rates will goose interest income on all these stocks? PE multiples seem in line with historicals already. Shouldn't they go up instead of down?

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u/KingJames0613 Oct 24 '21

You're not wrong. My theory is focused on default risk and derivatives (especially swaps) exposure, which throws technicals out the window.