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- Chick-fil-A with a side of Ozempic 🐔
Chick-fil-A with a side of Ozempic 🐔
A lot of weird stuff going on this week 🧿
autonomous
March 14, 2023
Good Morning 🌞
Here's what's on our mind this morning as we try to block out the SVB noise.
1) Everyone in consumer banking is running around like their hair is on fire. 🔥
Some want to buy SVB deposits, win them, or reduce exposure-- depends on who you ask.
2) Gold is back. 👑
3) Bonds are having a volatile week. 📈
Down the rabbit hole we go 🐰🕳️
MARKETS 💹
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ENERGY ⛽️
White House approved an $8B Alaska oil project (FT)
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TRENDING ✨
Chick-fil-A is planning a $1B Asia/Europe expansion (WSJ)
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Ozempic, a diabetes drug, is dividing health-care access further apart.
Stay tuned for a full research note on this phenomenon on our Substack.
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ANNOUNCEMENTS ⚠️
We're dropping a voice-note this morning after the inflation data comes out to walk through the SVB crisis and how/why the market is reacting the way it is. Stay tuned
------fin------
Chart(s) Du Jour 👨🏻🍳
Meme Digestif ☕️
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