When/where is the financial stock draft?
I'm on the edge of my seat.
Here's how I see the first round shaking out.
3. JPM (London Whale notwithstanding, I think they are back to the top of the big 4. Good combination of quality and value.)
8. LUK (I assume they can get some kind of waiver to be classified as financial instead of meat industry)
My personal draft order would be something like LUK, GNW, APO, SYA, ACAS, VR, RGA, MHLD and MBI. Heavier on insurance and alternative asset managers than banking.