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Where is the Crash?
The Compound and Friends
The Predictability of Banks
"Why the hell did companies like Capital One go down 50%? Or, you know, why did the rest of the banks?" he asks. "You don't know what the trigger will be that could cause a massive revaluation downward because people panic" He says there are 4,000 regional banks and they need to have more money from depositors.
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