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Daily Update
Bloomberg heralds “Nasdaq 100 Enters Bull Market as Bank Jitters Ease.” The Nasdaq is now up over 20% from recent lows, leading many media outlets like Bloomberg to declare th...
Is Cash on the Sidelines Bullish?
We have read commentary equating the sharp increase in money market assets with cash on the sidelines waiting to be redeployed into the stock market. Therefore, the analysts imply the extr...
Berkshire Hathaway Loves Oxy – RIA
Warren Buffett’s firm, Berkshire Hathaway, continues to amass a large position in Occidental Petroleum (OXY). In just the last week Berkshire bought 3.7 million more shares, raising its...
Small Cap Stocks Lose Favor To Techs
Alongside the financial and REIT sectors, small cap stocks are falling victim to the banking crisis. The logic is that many small companies tend to rely heavily on debt financing. As finan...
Is Deutsche Bank The Next Domino?
Deutsche Bank shares fell more than 10% on Friday and over 30% since March 1 as investors grew anxious about the banking sector’s health. The impetus behind Friday’s decline was a surg...
Credit Risks Trump Inflation Concerns
Courtesy of BofA, the survey results below show that professional money managers are now more concerned with credit risk than lingering high inflation. This survey also inadvertently point...
Pause and Pivot or Full Steam Ahead?
Yesterday’s FOMC meeting was likely one of the toughest for the Fed in a long time. As we have written numerous times, the Fed must carefully balance fighting inflation with rising finan...
The Silent Bank Run – RIA
Long before Silicon Valley Bank failed, the banking sector was experiencing a silent bank run. Unlike the Great Depression, where lines of people clamoring for their money were blocks long...
UBS Bank Bailout of Credit Suisse May Open Pandora’s Box
The Silicon Valley Bank failure, originally considered a one-off event, is escalating and spreading. On Sunday afternoon, UBS, with significant liquidity and financial backstops from the S...
Expect the Fed to Follow ECB’s Lead This Week
The FOMC will announce its decision on the Fed Funds rate policy this Wednesday. Given the recent events in the banking sector, we return to the question posed Friday in
