Calls
4
Erica Najarian
UBS Financials Analyst
Win Rate
100.0%
Return
+6.5%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 08
$54.06
+7.1%
JPMorgan and Bank of America are underappreciated relative to Goldman Sachs and Morgan Stanley because they have large consumer credit portfolios, which makes them less pure capital markets plays, but they offer a cheaper way to participate in the capital markets renaissance.
Fintech
Long
Jun 08
$312.44
+5.3%
JPMorgan and Bank of America are underappreciated relative to Goldman Sachs and Morgan Stanley because they have large consumer credit portfolios, which makes them less pure capital markets plays, but they offer a cheaper way to participate in the capital markets renaissance.
Fintech
Long
May 14
$971.62
+4.9%
Big banks like Goldman Sachs and Morgan Stanley are more attractive than regional banks because their transaction-based business models are less exposed to consumer weakness and deposit costs, while capital markets activity remains robust. Higher rates and inflation favor them, and consumer concerns may be overblown.
Fintech
Long
May 14
$195.35
+8.5%
Big banks like Goldman Sachs and Morgan Stanley are more attractive than regional banks because their transaction-based business models are less exposed to consumer weakness and deposit costs, while capital markets activity remains robust. Higher rates and inflation favor them, and consumer concerns may be overblown.
Fintech
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Erica Najarian has 4 trade ideas tracked on Buzzberg across 4 tickers since May 2026. Most covered: BAC, JPM, GS.
