Is SVB another Bear Stearns moment?

It’s obviously not Lehman is it.

But it feels like any attempt to inject liquidity into the markets in this climate is just going to have inflation ripping up the economy.

Has anyone written a good technical summary of SVB? Not the mainstream summary, I’m curious how much commercial paper they underwrite, etc.

Does this cleanly trace directly back to the SFX Ponzi?

Reply to this note

Please Login to reply.

Discussion

This was interesting if only to parallel the timing with mid March, mid September being the most likely times for a blow up!

https://youtu.be/15bPzg8t9FI