The Reformed Broker
MARCH 19, 2023
Dan McMurtrie crushed it on TCAF this week. In case you haven’t gotten to it yet, the whole video is embedded below. You can also listen to it if you’re on the go. At the 25 minute mark, he does this really great explanation of why shorting stocks is so hard, including the toll it can take on a trader’s mental health – even when they end up being right.
Calculated Risk
MARCH 19, 2023
There is uncertainty regarding FOMC policy this month due to the banking issues. Just two weeks ago, the debate appeared to be between a 25bp hike and a 50 bp hike at the March meeting. On March 7th, Fed Chair Powell said : … the latest economic data have come in stronger than expected, which suggests that the ultimate level of interest rates is likely to be higher than previously anticipated.
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Abnormal Returns
MARCH 19, 2023
Also on the site Why seemingly impossible things happen all the time. (abnormalreturns.com) Don’t waste your emotional capital investing out of spite. (abnormalreturns.com) Top clicks this week The Fed finally broke something. (theirrelevantinvestor.com) Why you always seem to sell your stocks at the bottom. (dariusforoux.com) How SVB went wrong, an explainer.
Calculated Risk
MARCH 19, 2023
Weekend: • Schedule for Week of March 19, 2023 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures and DOW futures are unchanged (fair value). Oil prices were down over the last week with WTI futures at $66.37 per barrel and Brent at $72.57 per barrel. A year ago, WTI was at $105, and Brent was at $114 - so WTI oil prices are DOWN 37% year-over-year.
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A Wealth of Common Sense
MARCH 19, 2023
Last week Wednesday two year treasury yields closed the day at 5.05%. It was the highest level since the summer of 2006. That’s a pretty juicy yield for short-term government bonds. Unfortunately, it didn’t last. Look at the plunge in rates since the banking crisis took hold late last week: It looks like a stock market crash. This is not normal.
MarketWatch
MARCH 19, 2023
U.S. stock-index futures opened with modest gains Sunday evening as investors assessed a historic deal to rescue troubled Swiss lender Credit Suisse as authorities scrambled to head off a deeper loss of confidence in the global banking system. Rival bank UBS Group UBS agreed to buy Credit Suisse CSCH:CSGN for more than $3 billion in a deal shepherded by Swiss regulators.
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Integrity Financial Planning
MARCH 19, 2023
What Is Rolling Recession You may have noticed that the economy after the pandemic has been very up and down. And while there has been talk of a possible recession for a few years now, we have yet to completely enter a recession. A recession is traditionally defined as a consistent, widespread downturn in the economy. [1] And although there have been major market downturns recently, there have also been major rallies.
The Irrelevant Investor
MARCH 19, 2023
Articles The tech sector that reshaped American business and culture in the 21st century is coming apart. (By Zachary Carter) A bank failure isn’t unusual, just a byproduct of a changing economy (By Callie Cox) I am in the business of not letting people down (By Jared Dillian) The Federal Reserve’s most important attribute is about to be tested: its integrity.
Integrity Financial Planning
MARCH 19, 2023
You’ve likely heard the news that Silicon Valley Bank (SVB) has experienced a financial shock. In a matter of a few short days, Silicon Valley Bank lost its funds and went under. So, let’s get into the facts that can help put this event into context. The Series of Events Before interest rates started to rise, SVB, a large and respected bank primarily for tech companies and startups, had lots of cash on hand.
The Irrelevant Investor
MARCH 19, 2023
Today’s Talk Your Book is brought to you by US Benchmark Series: On today’s show, we spoke with Alex Morris, Co-Founder and CIO of F/m Investment to discuss the 2023 banking crisis and investing in treasuries. On today’s show, we discuss: The need for a treasury product for investors How US Benchmark runs their treasury ETFs What “on the run” means Why focus on one treasury duration The volatility.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
MarketWatch
MARCH 19, 2023
UBS UBS will buy Credit Suisse for more than $2 billion in an all-stock deal, the Financial Times reported, citing people with direct knowledge of the transaction. The 0.50 francs per share UBS is offering, in stock, compares to Credit Suisse’s CH:CSGN closing price of 1.86 francs on Friday. Separately, The Wall Street Journal reported the Swiss National Bank offered UBS a roughly $100 billion liquidity to absorb Credit Suisse.
Random Roger's Retirement Planning
MARCH 19, 2023
Barron's had a fantastic (not being sarcastic) article about potential health care cost inflation coming for retirees. It laid out the threat and dug in with some numbers. Apparently, health insurance companies are asking for regulatory approval to increase premiums by 10-20%. One expert said to prepare for 10-14% increases for a couple of years and then expect 5% after that.
MarketWatch
MARCH 19, 2023
Bitcoin surged on Sunday night after the announcement that UBS will buy Credit Suisse, setting the stage for a potential risk-on rally. Bitcoin BTCUSD recently was trading at $28,255, up some $842. The cryptocurrency is now 74% from its lows of Nov. 21. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.
oXYGen Financial
MARCH 19, 2023
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
MarketWatch
MARCH 19, 2023
The Federal Reserve and a quintet of global central banks on Sunday announced a coordinated effort to ease a fast-growing banking crisis, in the hours after UBS announced a historic, emergency merger with troubled Credit SuisseCS. The central bank, including the Bank of Japan, Bank of Canada, Swiss National Bank and the European Central Bank, said it would increase the cadence of of seven-day maturity to daily from weekly operations.
Abnormal Returns
MARCH 19, 2023
Markets Ben Carlson, "History is chock-full of panics, crises, crashes, ups, downs and the unexpected." (awealthofcommonsense.com) Surprises shouldn't be surprising. (mrzepczynski.blogspot.com) Energy stocks are now struggling. (allstarcharts.com) Companies Growth in spending on SaaS services is slowing. (tomtunguz.com) Why Berkshire Hathaway's ($BRK.A) proxy statement is so short.
MarketWatch
MARCH 19, 2023
U.S. and European officials were quick to praise Swiss authorities for helping hammer out UBS’s UBSCH:UBSG $3.25 billion deal to buy embattled rival Credit Suisse AG CSCH:CSGN that was announced on Sunday. “We welcome the announcements by the Swiss authorities today to support financial stability. The capital and liquidity positions of the U.S. banking system are strong, and the U.S. financial system is resilient.
The Big Picture
MARCH 19, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures — now SVB-free!: • Wealthy Executives Make Millions Trading Competitors’ Stock With Remarkable Timing : Executives at companies can also have extensive access to nonpublic information about rivals, partners or vendors through their business. Buying or selling stock based on that knowledge may or may not run afoul of insider-trading law. ( ProPublica ) • China’s Faith in All-Powerful Xi Shaken by Chaos
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
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