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Skyrose1
8d68ae1c905991c370d546b3992cc16d197fb35175e0444079a23051d3279562
Pleb
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Skyrose1 2y ago

5 year US CDS swaps at high, OAS high yield spreads going up, be careful out there.

Replying to Avatar less

“From a depositor perspective, banks are basically highly-leveraged bond funds with payment services attached, and we treat it as normal to keep our savings in them.”

- #[0]

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Skyrose1 2y ago

Well said, kinda of amazing when you think about it.

Replying to Avatar James Lavish

I think the time change messed up the scheduler on my Substack.

It’s out now. An important one!

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Skyrose1 2y ago

Subject matter certainly needed today.

Replying to Avatar James Lavish

SVB had a Moody’s credit rating of A just 3 days ago.

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Skyrose1 2y ago

James no report today?

Replying to Avatar StevenMcClurg

Four Roses also for cocktails

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Skyrose1 2y ago

Many thanks to you, I read a post by you to sell USDC several weeks ago and I did it, appreciate it.

Replying to Avatar James Lavish

Leverage in the system is piano wire tight. One tweak in the wrong direction…

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Skyrose1 2y ago

five-year US CDS swaps at a high

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Skyrose1 2y ago

I sound like a broken record, 5 US CDS at high again and rising.

Replying to Avatar preston

US Services PMI Signals Inflation Re-Accelerating In Feb, Return To Expansion

https://www.zerohedge.com/personal-finance/us-services-pmi-signals-inflation-re-accelerating-feb-return-expansion

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Skyrose1 2y ago

Check out 5 year CDS, at a high

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Skyrose1 2y ago

CDS for US trending higher

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