Weekly Review, March 27, 2023
Contagion fears continue this week. Read more here.
With Credit Suisse being taken over, contagion risk is now broadly shifting across European banks. Governments are likely to take further steps
TikTok will likely be required to take significant steps to remain in the US after a lengthy hearing in front of Congress. $META may benefit but it is too soon to know for sure.
Good balanced article on large vs. small banks. Each have their positives and negatives and will be needed in the future
The government is likely making the same error that traders do in their SPR replenishment: don't try to time to market and bottom tick.
$ATVI deal becomes more likely. $MSFT seems to be the only large tech company that can acquire anyone in the near future.