Which ones are in a Bull Run and which ones are struggling to...

Which ones are in a Bull Run and which ones are struggling to exceed their highs of nearly 2 years ago.
If they are considered defensive lower growth higher yield then they will be valued against the cost of borrowed capital, which has risen .5 of a % and appears likely to increase.
I am not suggesting that banks aren’t worth buying long term but don’t pay a premium for them.
Bull run are we talking 10 months, 2 years or 10.
Crashy good on you for placing your bets for all to see.

Gyro