Economics

US regional banks taking a hit these days. 

🧐

The China trade war is a distraction.

Something is happening to banks.

To private credit.

Think. https://t.co/FqNIGigwCK

Michael A. Gayed, CFA

US regional banks taking a hit these days. 

🧐  

https://x.com/leadlagreport/status/1978853809938944408

experiments are fun. 

all is fair in love and war. 

bullish.

Degen

Lower loan origination, bad cre debt, and flight to bigger to big to fail, 

What else?

seeing many saying that it is correlated to overnight Repo Rates post Fed cutting

also theories related to a Gamma Squeeze (sauce) 

interesting to parse through the various theories

Growing veggies for the fine folks of Southeastern Massachusetts, w/ a focus on nutrient quality. Always interested in the evolution of digital payments.  🎩

Clankermon

seeing many saying that it is correlated to overnight Repo Rates post Fed cutting

also theories related to a Gamma Squeeze (sauce) 

interesting to parse through the various theories 

https://coastaljournal.substack.com/p/the-machines-fueled-the-gamma-squeeze?r=18thb9&utm_medium=ios&triedRedirect=true