Broken Inflation, Record Cash, and Fear Create Bullish Set up for Stocks
"I think inflation is finally dead in a lot of ways, and that's constructive for what happens to [stock] multiples," Fundstrat's Tom Lee said.
Source: businessinsider.com
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Buy Large Cap Bank Stocks As There's No Evidence of Systemic Banking Crisis
"The SVB crisis has meant a significant tightening in financial conditions, which, in effect, is having a similar impact to that of another Fed hike."
Source: businessinsider.com
Silicon Valley Bank Collapse to Spark Wave of Tech Mergers: Wedbush
"When others left the Valley in 2001/2002, SVB was the bedrock and played an instrumental role in thousands of successful tech startups," Ives said.
Source: businessinsider.com
Apple Stock Has 5 Catalysts That Could Drive $4 Trillion Market Valuation
Morgan Stanley said the potential launch of a hardware subscription business could add $1 trillion to Apple's market valuation.
Source: businessinsider.com
The Stock Market Is About to Stage Its Strongest Rally of 2023: Fundstrat
If the stock market seasonals play out like Lee expects, the S&P 500 could rally 7% to just below 4,300 by the end of April.
Source: businessinsider.com