Market Update - Wednesday 15 March 2023
Not Lehman 2.0 It Seems
DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer to buy any securities. Nothing in this note is intended to be investment advice and nor should it be relied upon to make investment decisions. Cestrian Capital Research, Inc., its employees, agents or affiliates, including the author of this note, or related persons, may have a position in any stocks, security, or financial instrument referenced in this note. Any opinions, analyses, or probabilities expressed in this note are those of the author as of the note's date of publication and are subject to change without notice. Companies referenced in this note or their employees or affiliates may be customers of Cestrian Capital Research, Inc. Cestrian Capital Research, Inc. values both its independence and transparency and does not believe that this presents a material potential conflict of interest or impacts the content of its research or publications.
After The Shock
With the shock of the SIVB 0.00%↑ collapse now receding, we check in to see how markets are processing the event. With remarkable compose, is our view.
For our paying members we now walk through our larger- and smaller-degree take on the S&P, the Dow, the Nasdaq and the Russell 2000. If you’ve yet to sign up for the pay version of this newsletter, you can do so right from the link below.