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Value After Hours S05 E16: Cam Harvey on 10-3 Inversions, Recession Risk, False Signals and the Fed

The Acquirers Podcast

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The Second Channel of Causality

The bank's business model is stressed because they have to pay out more. When those long rates go up, just the value of those loans go down. And you need to take a write down for your available for sale portfolio at least. Your ultimate charity portfolio should take a similar write down, but it doesn't according to accounting rules.

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