if we see follow through selling on Monday I think we'll see a
low on Tuesday or Wed. There's also a Lucas timing window
there.
Also, SIVB was basically unhedged but I can't imagine that all
the other major banks are unhedged, so if it comes down to mainly a
problem with SIVB bank, then the market would rally hard on that as
well.
also kind of funny - events like what happened to SIVB is
actually deflationary
Yeah, should be an interesting
Anything and I mean anything goes come Monday following a ...
Posted by timebandit on 10th of Mar 2023 at 11:14 pm
Yeah, should be an interesting weekend.
if we see follow through
Posted by matt on 10th of Mar 2023 at 11:26 pm
if we see follow through selling on Monday I think we'll see a low on Tuesday or Wed. There's also a Lucas timing window there.
Also, SIVB was basically unhedged but I can't imagine that all the other major banks are unhedged, so if it comes down to mainly a problem with SIVB bank, then the market would rally hard on that as well.
also kind of funny - events like what happened to SIVB is actually deflationary
again long term bear market.
Yes unhedged duration...Likely others have
Posted by steve on 11th of Mar 2023 at 05:38 am
Yes unhedged duration...Likely others have similar issues but only time will tell. Don't believe this will be isolated to one bank.
Brings back memories of Lincoln Financial during S&L Crisis.