Don’t Watch Equities, Watch Credit Default Swaps

I’m just going to leave this here…. Remember: Bond traders are the smart money and they will blow CDS spreads out in a heartbeat to […]

Credit Suisse becomes Béar Stéarns: UBS Reportedly Acquires Company for 75 Centimes per Share

UPDATE: 15:18 ET- From the press conference in Switzerland the price is actually 75 centimes per share or about $3 billion. The headline has been […]

The Banking Crisis is A LOT Worse than Reported Earlier

Now you can panic. Just about 3 hours ago, I reported on the letter from the mid-sized banks to the FDCI basically asking for a […]

The Banking Crisis is Worse than Reported

There has been a lot of speculation as to why the second and third largest bank failures in US history occurred in the last ten […]

Everything Bad that Could Happen to Markets Today, Did

Welcome to the St. Patrick’s Day Leprechaun slaughter. Okay, maybe it’s not as bad as the St. Valentine’s Day Massacre of 1929, but the lethal […]

Prepare for Insanity in the Markets this St. Patrick’s Day

Buckle up ladies and gents. This could be a wild one with options expiration, bank failures and rumors of bank failures, credit contracting, and a […]

The CPI Reading for Inflation Should Come in Hot Today

I am standing by most of my December 31, 2022 prediction where I stated the following: -The Federal Reserve conducts a shocking 0.50% rate increase […]

More Banks Crashing and Burning in the Pre-Market

I think I’ll just leave this here… Lines were seen outside a First Republic Bank branch in California, with worried customers wanting to withdraw funds […]

Bank Run Monday

Despite the extraordinary actions by the Federal Reserve and FDIC last night, the idea that shareholders and bondholders will be wiped out due to this […]

Oops, Something Else Broke

So steepening the yield curve probably isn’t such a hot idea even if it’s only 12 bps thus far: And the US Treasuries are watching […]

FDIC Sunday?? Signature Bank of NY Closed by Regulators

The State of NY in coordination with the New York Federal Reserve has closed Signature Bank, the once free-wheeling crypto bank. From CNBC: Regulators close […]

Is the Silicon Valley Bank Bailout Happening now?

Apparently, the chicken has spoken: Never doubt the chicken. In reality there are some hints that something is happening: CNBC reports the following a little […]

The Media Reaction to Silicon Valley Bank is a Sight to Behold

The headlines from the “financial” media were screaming loud and hot yesterday creating the type of panic and hyperbole unseen since the latter days of […]