@ViscosityRedux@Teutoburg1@AdamB1438 nobody wants people to go back out and spread more coronavirus to "stimulate" the economy like BOKF@Teutoburg1@AdamB1438 $BOKF loan exposure:
Energy: 18%
Senior Housing: 11%
Entertainment/leisure: 8%
@encapped@BillDjango3@Teutoburg1 Like that better than CADE actually. Good idea. I might have to put that in the mix with BOKF and CFR
@AdamB1438@ViscosityRedux Oklahoma will blow the bottom out of the dust bowl depression. Their muni bonds are wort… https://t.co/NJM1AFAtPE@realwillmeade $BOKF bank earnings out today. Horrible. Heavy energy exposure.
@ViscosityRedux@Teutoburg1 This washout is bad and I'm not saying BOKF will be fine, but worse borrowers also drif… https://t.co/RS9nPJbAIN@encapped@BillDjango3@Teutoburg1 Been doing this myself for awhile. CFR and CADE are other banks highly exposed t… https://t.co/qpMLQoA3DuWondering about risks of $BOKF? The 63-day volatility is 50% https://t.co/mB0aTTi5qT@BillDjango3@Teutoburg1 Bill and I short BOKF and most regional banks. How could you not be? The engineers over at… https://t.co/q5w68uDwqW$bokf non-accruing energy loans only rose $4.7M on a $4.1B loan book, in a quarter where the industry was smashed b… https://t.co/sp2aCCl7OY$BOKF BOK Financial Corporation SEC Filing: Form 8-K https://t.co/Uw18chtyG7