Some more thoughts on SVB because enough hasn’t been already said


Since everyone on Reddit seems to be an expert on the great SVB crisis now. I think I should throw in my hat as an expert too because I have done two days worth of voracious reading within five minutes.

Root cause: they did some dumb stuff with long duration MBS and then sold at a loss. People found out and had a run on the bank.

Solution: government or J P Morgan step in and provide liquidity.

Long term solution: don't do dumb stuff like long duration MBS with short term liquidity demands.

This is my SVB ted talk. Have a nice day.

50 more SVB posts coming up soon by my fellow redditos. Stay tuned.


Comments

Leave a Reply

Your email address will not be published. Required fields are marked *