Trade Tracker: Stephanie Link sells KKR
Let's spend a moment talking about the banks too. We did mention it a moment ago. They have been trading as you know uh at record highs.Goldman Sachs today reiterated overweight at Wells. Bank of America overweight also at Wells. Stephanie Link has that name.There's been a lot more optimism around the deal market and M&A. Private equity hasn't traded well though. One of the spots that you would say, well, if there's more optimism around deals, why wouldn't private equity be right in the mix.Blue Owl over on ...