Phillips curve | FRC | FDIC | JP Morgan
A quick look at the JPM/FDIC/FRC deal. John Hussman on Phillips curves and false investment narratives.
FRC | Game theory, bank runs & plea deals
We try to identify the Nash equilibrium bailout for First Republic Bank.
FRC bailout #2 | Suing the auditors (KPMG)
Limited scope for regulatory forbearance as auditors come under pressure on fair value disclosures.
Recession probabilities | MM flows | Regional banks
Are US stocks overvalued? We revise our 2023 recession probability estimates.
US debt Ceiling | AI Chatbots | GS vs USB
Long shares in Goldman Sachs (GS) and short US Bancorp (USB).
US Bancorp | GS Marcus | PIMCO MM fund
Lessons from Goldman Sachs Marcus woes and banking regulation.
US Banks | Unnamed entity independently identified
We also examine the new Apple-Goldman Sachs high interest savings account.
US Banks | How much deposit outflows to expect?
We estimate another $400-500 billion of despots will leave the US bank over the next year.
Narrow Banking | Jeremy Bulow | Stanford GSB
A quick comment from Craig as a lead up to our recent interview with Prof Jeremy Bulow at Stanford University on Narrow Banking… Bank negative equity The Federal Reserve can’t credibly stop the fight against inflation without proof that the banking system systematically has … Become a member to read the rest of this article Username or […]
(2) De-dollarization | Swiss Banking | Block (SQ) shorts
Hindenburg’s flimsy short thesis.