Straw Hat (@strawhatcapital) 's Twitter Profile
Straw Hat

@strawhatcapital

Looking for the One Piece ๐Ÿดโ€โ˜ ๏ธ// Avid-Learner // I like Tech

ID: 1597588496469868545

linkhttps://thousandsunny.substack.com/ calendar_today29-11-2022 13:49:35

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90 Followers

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jonathan(love)wu (@jonwu_) 's Twitter Profile Photo

The 20th largest bank in the US was just closed by California state regulators. Silicon Valley Bank was rumored to be in a sale process to protect its depositors. Now, it's the second biggest banking failure in US history. All because of a secular bet against rising rates:

Genevieve Roch-Decter, CFA (@grdecter) 's Twitter Profile Photo

Companies that have disclosed exposure with Silicon Valley Bank: ย  - Circle: $3.3 billion - Roku: $487 million - BlockFi: $227 million - Roblox: $150 million - Ginkgo Bio: $74 million - IRhythm: $55 million - RocketLab: $38 million - SangamoTherapeutics: $34 million -

Genevieve Roch-Decter, CFA (@grdecter) 's Twitter Profile Photo

A week ago, the FDIC insurance limit was $250,000 per account. Now, itโ€™s basically infinity. Thatโ€™s somewhere in the range of $19 trillion in total deposits to backstop. x.com/GrahamStephan/โ€ฆ

The Rabbit Hole (@therabbithole84) 's Twitter Profile Photo

The inverse of Trump Derangement Syndrome is Trump Worship Syndrome. The same way there exists a group of people who criticize Trump unconditionally there exists a group that worships him unconditionally. Both extremes lack nuance and are alienating to moderates.

Lite (@litecoinyagami) 's Twitter Profile Photo

The Benner Cycle has accurately predicted 100+ years of markets - good, bad and ugly. But how was a farmer from the 1800s able to predict the Great Depression, Crash of '08, and even a global pandemic? Let's take a look:

The Benner Cycle has accurately predicted 100+ years of markets - good, bad and ugly.

But how was a farmer from the 1800s able to predict the Great Depression, Crash of '08, and even a global pandemic?

Let's take a look: