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At first it was just the smaller Fintechs. Now, Big Tech wants in as well. Facebook, Apple, Amazon, Uber and now Google are getting into the banking business. Unlike the Fintechs, Big Tech insists on coming in as an ally to the banks, at least for now. That bodes well for the US banking sector. For that reason and a few macro-related ones, MRP is adding Long US Banks to our list of active themes.

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