Simon Shares

• Silicon Valley Bank collapse, does this put a pause on US rate increases? FOMC next Tuesday/Wednesday.
  • "Moody's cuts outlook on U.S. banking system to negative, citing 'rapidly deteriorating operating environment'"
• Miss expectations and get slammed
  • Transaction Capital
  • Absa
  • MTN
  • Multichoice
• Hold winners, ditch laggers.
  • Sun International (JSE code: SUI) vs. City Lodge (JSE code: CLH).

ff

* I hold ungeared positions.