Replying to Avatar Nostralian

Who's going under now?
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Habanero 2y ago

Banks are transitory... Western Alliance, PACWest, Citizens... all dead men walking. The one I'm looking at is Charles Schwab, over $ 7T in AUM

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Habanero 2y ago

HTM loans are mostly long dated treasuries

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Nostralian 2y ago

OK, thought another was being bailed out, you're just reading the tea leaves of future deaths 👍