Market Update

3/19/24 - Market Update

  • Sell S&P 500 portion of your portfolio

  • Earnings declining

  • Modified Texas ratio increasing

  • 12 to 18 months from full blown financial crisis

  • 24 months from bank write-downs

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Event Note (Feb. 14, 2022): AMD acquires Xilinx; How does the combined offering look?

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Part. 2