Silicon Valley Bank is nothing but a symptom of years of excess money growth and it is now time to figure out who else is swimming naked. Money growth is negative, and idiots only survive in times of excess liquidity.
Something for your Espresso: Bear Stearns 2.0?
Silicon Valley Bank is under water on the exchange and a bank-run is currently unfolding it seems. Should we be worried? A few notes from a night of full of telcos.