2min chapter

The Compound and Friends cover image

Catch a Falling Knife

The Compound and Friends

CHAPTER

Are There Other Silicon Valley Base Banks That Have Similar Deposit Bases?

Banks like rate hikes, but until it causes a recession. You have the yield curve inverting more. Do you remember the oil crash in 2015-16? Colin Frost and two other Texas banks were trading like penny stocks that month. Those regionals, the way this is, this is bigger. And then I think the other thing that's happening. We just, it's always on whenever we sit down.

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