Weekend Digest #237: Banks, Banks, Banks; Also Hormel, And EM Value
SVB was a uniquely bad bank and isn't a harbinger, ignore the fearmongers this weekend. Also, Hormel & emerging market valuations.
Summary
SVB's failure, the end of an era.
The soft landing narrative is finally dead. Now comes the Fed pivot (for real this time) as it tries to deal with the upcoming recession.
After more than a year of being cautious here at Ian's Insider Corner, we may finally get a chance to go on offense in coming weeks and months.
EM Value: Colombia is almost off th…
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