Just hold for long term 🤦‍♀️

I even bought Tesla recently when it was it dropped almost 1/3 and still managed to make a good profit after manage to sell at 200+

Sometimes don’t let the red go over your head just because you can’t stand it

Not fast as it FDIC have to do quickly in order to stabilise the market and avoid a windup as it will affect California economy 🤦‍♀️

Not possible as business as usual

No more bank runs when FDIC take over quickly 🤦‍♀️

Told you weeks before on that when next week meeting hinges on 3 things 🤦‍♀️

Are you crazy? 🤦‍♀️ There is no guarantee that will work and you just kill the entire global economy as every global hinges on the USD

Even NZ and Australia start raising rates earlier and yet inflation is at 7% range 🤦‍♀️

If you are the Fed voting member the entire world will start world war 3 🤦‍♀️

Yes even their UK subsidiary is the same but it is profitable asset they are holding

Doesn’t matter if the message is consistent

Wait because even if you buy at opening you already missed out on the gains compared to those who bought on Friday 🤦‍♀️

Opening will be great but the dip should not be as great as Friday 🤦‍♀️

The point is the liquidity stays flow to depositors while the asset holders will bear the losses 🤦‍♀️

Hence depositors still the get money while stockholders will bear the losses

But not true for SVB UK case as the stockholders will get bonus payout for the asset being sold which more than the deposit itself

Hike 3 more times with 25bps for 2023 and the followed with 50bps cut on March 2024 meeting

Unlikely 🤦‍♀️ scenario

Gold to hit 2100 is so difficult unless the war went sideways from now

Only if you have the asset or liquidity to back it

US drop since Thursday while the other markets only started only catch up yesterday 🤦‍♀️

You should be more worried as the big boys have too much excess liquidity coming from the bank run of those regional and small size banks

It is not about the asset but the actual liquidity required now instantly when that happens 🤦‍♀️ as SVB shortfall is just little and they so happens fail to raise it at the wrong time

I bought a very small sum during early Nov thinking it will go lower 🤦‍♀️

It will take at least a decade to bring down inflation to 2% as Greenspan has done it before as it took 7 years just to bring it down to 3% 🤦‍♀️

Rates will still be high at least 4% for some time at least in this decade

The shop lot auditor was given different set of books with different assets holdings 🤦‍♀️

Same thing again repeating itself just like 1MDB 🤦‍♀️

Their investment arm has dragged them to the mud with all the missteps back to a decade ago 🤦‍♀️

Share price is back at the levels since early 2000s

Which is why like Citigroup they have the learn the lesson very well

Split and sell off consumer banking units which is less profitable and concentrating investment units

For CS now the danger lies in consumer banking unless the segregation of funds is done which I highly doubt and even SNB is not involved until CS contacted them for a backstop loan to ride them through this period

Not so soon yet wait after next week after Fed annoucements

Basically FIDC forced the big banks in America to inject liquidity into FRC

Just like what will happen in Malaysia whereby PIDM will forced other bank members to inject liquidity once RRR has been finished by the default bank 🤦‍♀️

Still too early 🤦‍♀️ wait after Fed announcement then only the window will open until May

Don’t be so optimistic inflation didn’t even drop at all 🤦‍♀️

Headline CPI is still at 6 range as haven’t been break below 6 for more than a year as the hike is still ongoing until it hits 5.5% then only you will think it is peak 🤦‍♀️

The conditions will start changing when CPI and interest rate is gap is closer by 1% range otherwise the wider the gap inflation is still roaring unless it goes down to 5.4% come summer

Tech stocks will start correcting slowly because of oversold and overbought conditions lately

This post has been edited by xander2k8: Mar 17 2023, 08:52 AM

As long as it is not corporate bonds

If investment grade should be low enough the risks but govt back treasuries is preferred

Only good for short rotation play while waiting for to rotate back to dividends and REITs

Yea rotational play 👏

No one is has the timing good we just to enter at the appropriate time will do 👏

20 year T Bills