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.
