Weekend Digest #238: (Banks, NYCB/Signature, CAAP Earnings, C3.Ai)
The latest on the banking crisis, sizing up NYCB's big win, and more.
Summary
Regional bank crisis: Moving from a liquidity shock to a profitability problem.
European banks -- these firms have been sick for many years, there's nothing to worry about here for international investors.
NYCB grabs the best pieces of Signature; here's how much upside the bank has going forward.
CAAP earnings: No significant change to the thesis.
Se…
Keep reading with a 7-day free trial
Subscribe to Ian’s Insider Corner to keep reading this post and get 7 days of free access to the full post archives.