US Money-Center & Investment Banks

Own established US banking franchises whose businesses connect corporate lending, treasury services, securities underwriting and institutional trading, rather than consumer fintech or payment networks. The recent pullback offers a valuation-led entry into several banks trading at modest forward earnings multiples on the supplied sheet. This is a selective recovery trade, not a blanket bet that higher rates help banks: credit deterioration, funding costs and weaker deal activity remain the principal risks. Launch basket (equal weight): C, BAC, GS, JPM, MS, WFC Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.