Three months into 2023, let's look at some of the potential winners for the month ahead. Yes, I own all three.
Spring is in the air, and investors are looking forward to turning the page after a rocky March. While stocks have recovered from a surprise banking crisis after Silicon Valley Bank and Signature Bank both failed, their collapses highlighted yet another risk investors are facing in the potential for more bank runs and elevated duration risk. April will bring the start of a new earnings season and, with it, the latest evidence of how corporate America is faring in a slowing economy.
By Scott Kanowsky