SVB Deja Vu Last week, the regional banking industry took a major hit. This was caused by very bad earnings from$紐約社區銀行(NYCB.US)$. The negative sentiment spread throughout the regional banking sector. The systemic spread of fear reached as far as Japan with just about any small bank with exposure to commercial real estate feeling the pain. A few banks issued warnings that hinted towards more pain to come for banks in the commercial real est...
$SVB Financial(SIVB.US)$ Those who were only surprised by the plunge yesterday probably didn't pay much attention to the US financial industry. Let me say a few words casually. 1. First, the problem of SIVB is not a day or two. In November last year, I wrote in Memo: "We can see that the company SIVB is already insolvent. According to the latest financial statements, behind the equity of 15.8 billion, there are 3.6 billion preferred shares and 16 billion held-to-maturity market price (mark-to-ma...
MonkeyGee : 我不知道。坐在手機會?
SpyderCall樓主 MonkeyGee: 對我要等待這個