InsideArbitrage Special Situations Newsletter: April 2023
There must be something about March that invigorates markets. Maybe it is the coming of Spring after a long Winter or that earnings season for the prior year is over and we have some visibility into how the current year might unfold. Whatever the reason, March holds a special place in my mind as it marked the end of the excrutiatingly painful bear market of 2007-2009 and also the very sharp bear market of March 2020. March 2023 was special in its own way with one of the largest regional banks failing in an extremely short period of time on account of an electronic bank run. Please check out the full newsletter from the attached PDF.
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