“I'd put ~20% chance that we are in the beginning stages of a banking crisis.”

Re:“I'd put ~20% chance that we are in the beginning stages ... by Havoc on Monday March 13, 2023 @08:39PM (#35145574)

Moved mostly to cash today. The credit suisse CDS movement spooked me.

That against RE market wobbling lately, Ukraine situation being a mess...think I'm OK with sitting on the sidelines a bit and losing out on gains

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Re:“I'd put ~20% chance that we are in the beginning stages ... by rrrrrrrrrrrryan on Monday March 13, 2023 @08:48PM (#35145670)

Cash in a SIB? [1]

Or you're just more worried about short-mid term market volatility than bank stability?

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Re:“I'd put ~20% chance that we are in the beginning stages ... by Havoc on Monday March 13, 2023 @09:02PM (#35145837)

Concerned about all of it starting to wobble.

SVB just looks like the first crack to appear. Very little of our financial system looks ready for the end of free money to me

>Cash in a SIB?

No exposure

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