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Blue Line Futures Research

The 2019 Playbook As Inflation Data Cools | Our Take On Bank Stocks & High-Quality SaaS

Posted: March 16, 2023, 4:14 p.m.

Blue Line Capital president Bill Baruch and analyst Jannis Meindl break down the latest fallout from Silicon Valley Bank and regional banks writ large. While most investors were focused on banking stress, we also share the latest on the inflation front. This week, we cover Morgan Stanley with a juggernaut wealth management asset, United Health, as revenue keeps expanding. We close it out with Adobe among the highest-quality SaaS businesses.

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We provide free access to the episode's chart pack, including all of the data discussed.

Bill Baruch is the founder and CEO of Blue Line Capital. All opinions expressed by Bill and podcast guests are solely their own opinions and are not intended to provide specific advice or recommendations. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Understand your financial condition before investing. Blue Line Capital, its staff, or its clients may maintain positions in the securities discussed in this podcast.

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Futures trading involves a substantial risk of loss and may not be suitable for all investors. Trading advice is based on information taken from trade and statistical services and other sources Blue Line Futures, LLC believes are reliable. We do not guarantee that such information is accurate or complete and it should not be relied upon as such. Trading advice reflects our good faith judgment at a specific time and is subject to change without notice. There is no guarantee that the advice we give will result in profitable trades. All trading decisions will be made by the account holder. Past performance is not necessarily indicative of future results.

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