Bank Runs! What's Going On? - Patrick Boyle

Discussion in 'Crypto Assets' started by The_Krakenite, Mar 11, 2023.

  1. TheDawn

    TheDawn

    #61     Mar 13, 2023
  2. #62     Mar 13, 2023
    NoahA and johnarb like this.
  3. vanzandt

    vanzandt

    It's funny, I wrote this last weekend after I had hashed out what was going on with SVB, and what to look for on other balance sheets.

    Look what all the buzz was about yesterday, even more today.
    The heavy CRE on their balance sheets.

    I wrote that because I have been seeing lots of vacant spaces in prime retail strip-centers. More so than usual. Ditto the really nice suburban professional buildings, lots of for-lease signs out front.

    It's easy to be a Peter Lynch... you just have to pay attention to things.

     
    #63     Mar 17, 2023
  4. Released just a few hours ago:

     
    #64     Mar 17, 2023