Here’s how we navigated three sessions of SVB-sparked chaos and Tuesday’s bounce


People queue up outside the headquarters of Silicon Valley Bank to withdraw their funds on March 13, 2023 in Santa Clara, California. 
Liu Guanguan | China News Service | Getty Images

Wall Street mounted a relief rally Tuesday, following three straight sessions dominated by the woes of now-collapsed Silicon Valley Bank. Confronted with the ensuing spike in market volatility, we sought to be discerning with our Club portfolio and, eventually, opportunistic in stocks that we felt unreasonably sank.

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We’re revising price targets on 5 Club stocks, adding a U.S. retailer to the bullpen and sticking with a key bank