In this video, Matt Koppenheffer and David Hanson discuss the big catalyst for bank stocks. David makes the case that it will be business spending that propels bank revenues, as Big Business is sitting on a pile of cash that needs to go somewhere, and business banking is a higher-margin business than consumer or real estate business. For example, most of the rebound in real estate has been from mortgage refinancing, not a big-margin activity. No doubt new mortgages will help, David says, but the money for bankers is in Corporate America.

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David Hanson has no position in any stocks mentioned. Matt Koppenheffer owns shares of Bank of America. The Motley Fool recommends Wells Fargo and owns shares of Bank of America and Wells Fargo. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.