Re: Geopolitics/Inflation/USD-Ball In A China Shop.

Today I divert your attention from the provincial woes of wayward Silicon Valley lenders to the REAL ticking time bomb of the global financial system -- China.

Mar 11, 2023

∙ Paid

While the past week in the financial markets has revolved around the demise of Silicon Valley Bank and the ramifications therein, I personally don’t think the extremely poor risk management practices of a bank focused on banking the most speculative sector of the economy will lead to a major domestic banking crisis. Consequently, I do not believe it der…

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