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Post-FOMC fallout creates temporary "Fed put" on regional banks -- hence, recommend 4-6 week tactical OW in regional banks $KRE plus 5 regional stocks

NEW: Notice new section (below): added so you can see our tactical ideas

Last week, we were in Boston visiting with our institutional investor clients. Investors are overall cautious, which is not surprising, given the gauntlet of negative headwinds buffeting markets since early 2022.

The gains in equities YTD has been good for some managers, particularly those that tilted somewhat growth/quality. And this was a reversal compared to 2022, where low earnings variability seemed the only place f...

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