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RE: Silicon Valley Bank: A Lesson In Liquidity

in LeoFinance2 years ago

The contagian from this is going to be widespread.

This is the crux of the fallout from SVB's piss poor management. Many other banks hold long positions on these bonds which is fine if they hold them until maturity.
Other banks did not and that's where the problem is. These are mostly US regional banks.

SVB failed to adapt it's strategy when interest rates rose and got caught short.

They should have been buying the new higher yielding short duration bonds like many other banks did. This would have generated positive cash flow.

It has also been noticed that the directors started selling millions of their stocks 3 weeks ago. Insider trading?

They knew what was happening and bailed on everyone.

They have a subsidiary bank in the UK with 350 staff. Needless to say. No one will go to jail?

Capitalism at it's finest 😂👍🏼

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"...banks hold long positions on these bonds which is fine if they hold them until maturity."

Fractional reserve banking made that impossible for SVB. IIRC, cash reserve requirements have been lowered to ~5%. SVB couldn't uninvest from long term bonds to react to short term interest rate fluctuations without eradicating it's capital reserves. As @taskmaster4450 points out, they could only liquidate those investments at a substantial loss. When massive accounts like Thiel's moved their deposits on Thursday, SVB simply had no cash pay other depositors on Friday.

In 2020, the Fed removed the reserve requirement and hasnt implemented it. I dont know what other regulators such as the OCC require.

Posted Using LeoFinance Beta

LOL LMAO even. Fractional reserve banking without reserve requirements strikes me as absurd as the most drug fueled hallucination.

Thanks for setting me straight.