"Tricolor contagion is spreading. Confirmed bank exposure: Fifth Third ( $FITB) ~$170–200M, JPMorgan ( $JPM) ~200M, Barclays ( $BCS) [secured], Origin Bancorp ( $OBK) ~$30M. Subprime auto fraud is bleeding into regionals—provisions & ABS downgrades likely —and growing."
@1CoastalJournal
https://x.com/1coastaljournal/status/1966695923167142191