CPI's down 1.96% today but the real question is whether management can sustain loan growth without blowing…by @bear_naidoo on $CPI

CPI's down 1.96% today but the real question is whether management can sustain loan growth without blowing out their cost-to-income ratio. At these valuations the market's pricing in perfection, so any hint of credit stress or margin compression could trigger a proper reset.