Playing The AI Trend, A Closer Look At Charles Schwab & Breaking Down ChampionX 3/27/23
Mad Money w/ Jim Cramer
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The Fed Shouldn't Tighten by 50 Basis Points This Week
The Fed didn't tighten by 50 basis points this week precisely because of the next Silicon Valley bank style meltdown which is still very much a real possibility. If we're not any what's good for the banks is regardless bare for tech especially mega-cap tech like Apple and Meta-Alpha at Microsoft. A big bank failure is incredibly deflationary. It's more shocking than endless rate hikes but it gets the darn process over with even with collateral damage that tends to be a lot worse.
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