Recent comments in /f/wallstreetbets

Crow4u t1_je97w33 wrote

If anything regional banks will be forced to undergo capital stress tests.

I would agree that you will see an uptick in sub prime loans once housing bottoms out. People who are at prime at this point are buying with cash. (Was at least 1 in 5).

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That-Relation-5846 t1_je955cl wrote

Reply to comment by sf_warriors in $FRC - Puzzle Pieces by PussyBreath007

When 60% of customers are in the same area with a lot of direct and indirect customer overlap, it doesn’t surprise me that FRC saw a more severe bank run after SVB than, say, WAL. I believe FRB offers a differentiated level of service (as SVB did) and will see deposits slowly flow back, so anything that buys them time increases the likelihood of them solving this without diluting shareholders, selling the whole thing at a discount, or taking heavy losses over an extended period. The P/L will be harmed for a while, but they offer too good a product to not recover over time. They were valued at a significant premium over book for good reason.

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seab1010 t1_je93b06 wrote

The same blackrock who a few years ago who led the fossil fuels divestment charge, only later to buy back the same stocks at double the price whilst claiming gas was an essential part of the energy transition. Clown show indeed…

Also worth nothing the bond market was previously pricing in aggressive hikes well before the fed woke up to their idiocy.

The market will be correct again….

Recession is imminent, most inflation is moderating quickly and rate cuts are coming….

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