Playing the Tech Rally, Disney vs. DeSantis, Should Apple Buy Disney? 3/30/23
Squawk on the Street
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The Pain Trade: Amazon vs. Other Tech Giants
Amazon is a very thoughtful company that is trying to figure out how to make a bold move and not hurt customers. But right now the master plan is Walmart and it's good and it's working. As far as the banks go, the journals got a piece on Yellen's testimony today that she'll argue that maybe bank rules did get too loose regarding some of the mid-sized banks. Also some pretty interesting data on Wall Street bonuses Down 28, Jim, on average.
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