Comment

I wrote this up as a comment, and found it was better on my blog

Traders have a tenancy to, only trade what they have known.

One could suggest that they only know the "Big bank Economic Model" and should trade as such.

As I've listened to most of the regional banks, even they are captivated by the idea that "Now they can become Citibank."... But I'm sure they assume that they will be successful where citi failed or at a minimum their compensation packages will be on par with the money centers.

One might think that there may just be some kind of new macro banking model.

But... The market will demand that Multi Billion dollar deals will have to get done, and small banks will have a hard time with them.

Even some of the "winners" out there, may have to take some time digesting, some of the current acquisitions.

It does also bring to mind that we also could see more mergers, than acquisitions for a while.