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Equal Librium Market - 3/9/23


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THE HIDDEN BANK BOND LOSSES IN PLAIN SIGHT

Quote

 

Dr Stool

What do I get for having warned about the banks many moon ago. 

 

Answer

Unless you were short any bank stocks .... just a warm fuzzy feeling and perhaps a few more subscribers.

Thats why the equation:

Knowledge + Capital + Action = Happiness

Is so important.

However what amazes me is how long the market took to cotten on to the blindingly obvious.

The lag between the knowledge and the action was a rather long one.

 

Also no body seems to be thinking about Insurance companies ...which are ofter big bond holders.

A timely article about the impact on insurers would be very useful.

 

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