Musings to start the week (and it's all about banks)
UBS was seemingly strong-armed into a stock-for-stock acquisition of CS, ending that saga. What does this mean for global banking system?
My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.
Musings to start the week (and it's all about banks)
Week ended March 17, 2023
Moral hazard following SIVB
The end of Silicon Valley Bank
WEEKLY: Regulatory takeover of SIVB steals the show
WEEKLY: Much ado about nothing
Stock repurchases (thanks Mr Buffet)
The Great Reveal
Stocks - do they always go up?
Earnings (so far): good or bad?
Economic outlook vs stock prices
FAMAG (+TSLA) quarterly earnings: everything you need to know
My 2023 year-end guesses
WEEKLY: Damn glad that's over!
Predicting stock prices: 2023
The Fed, Bank of England and ECB: monetary policy decisions
Windfall taxes are a stupid idea
Fine wine – an alternative asset for all seasons