Archive - Banking on the Market

New Top Discussion

Not really a bullish week; Macro: LEI; Earnings: Tightening Lending Standards; Calendars; Closing Thoughts: Proceed with Caution

Mar 19

FAQs on the new program from the Fed to shore up liquidity for the Banks and avoid a Banking Crisis

Mar 17

Overall, not a bad CPI report

Mar 14

A week of carnage; What's next after Silicon Valley Bank?; Earnings and Recession; The Week Ahead

Mar 12

What happened with Silicon Valley Bank and should we be worried?

Mar 10

What we need to see in the macro picture

Mar 8

First up week in a while, Fed Speak; the end of Q4 earnings

Mar 5

A mix of ETFs and Stocks with exposure to China

Mar 2

A strategy note for March 2023

Mar 1

February 2023

3rd straight down week; Warren Buffett's letter; Earnings recap; Calendars

Feb 27

Inflation wasn't the only thing discussed

Feb 23

A look at the major cruise lines and whether any of them are a buy here

Feb 21

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