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 […]

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 […]

Does 2008 Provide Hopium After the Silicon Valley Bank Debacle?

I’ll just leave this here Saturday night for everyone to think about. Because the markets, economy, and reality has changed dramatically and even the insanity […]

A Great Point and Warning from One of My Favorite Banking Analysts (Video)

This is the first time I’ve listened to one of Jack Farley’s interviews and commentaries, so my readers will get a chance to hear this […]

FDIC Fridays are Back Baby: Silicon Valley Bank Seized by the FDIC for Liquidation

Ah, the classics and good old days always come back. Yeah, I think we can call this a “deathburger” event like we used to in […]

Can You Smell the Panic: Treasuries Rally in Flight to Safety, Bitcoin Collapses

Silvergate goes Tango Uniform last night. Silicon Valley Bank is hanging on by its fingernails. Jay Powell claims he’s just doing his job. Maybe somebody […]

Is the First Bank Run of 2023 Happening? Silicon Valley Bank is Imploding

I don’t want to say this is bad, but just after 7:30 ET tonight, the stock was trading down, about 70%! Ouch. Then I saw […]