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Bailouts. To be or Not to be?

By: Altegris Research (Curators) on 3/17/23 2:00 PM

Weekly Round-Up
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Weekly Round-Up: Issue 031723

 
BANKS

Jeffrey Gundlach Talks the Banking Crisis Fallout | CNBC

 

 
TECH

Tech's Very Bad Year, in Numbers | Rest of World

 

 
Duration

Agency Paper: The Other Mortgage-Backed Security | Capital Gains

 

 
Emerging Market

Argentina Inflation Surpasses 100% as Economic Recession Looms | Bloomberg

 

 
Trend

Managed Futures: Portfolio Diversifier? | Barclays

 

 
Alts Wrap

Guide to Alternatives | JPM

 

 

ASSET ALLOCATION

Finding a New Risk Balance When 60/40 is No Longer Optimal | Morgan Stanley

 

 
Monetary Policy

What SVB’s Collapse Says About the Easy Money Era Ending | Frontline

 

 
CRUDE

Saudi Aramco Posts Record $161 Billion Profit for 2022 | WSJ

 

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