Gm fam, no I did not just get up 😂 been lurking 👻 a bit this morning. 👋👋☕️
Have had some conversations with a few older saltier dogs than myself who have risk managed through SL crisis in the 80’s and all the big blow ups since.
They all said the same thing - it’s never just one, and when the talking heads say it’s contained it definitely isn’t.
Im going to venture a guess that svb fallout will end up forcing the Fed to say something to calm markets. Depending on the magnitude of the fallout it may even cause the fed to reverse course on rates and maybe even more brrrrrrrrr. Tough to say right now but we’ll see.
