Yesterday, we were discussing the signs of “Panic behind closed doors” (TwitterX), today we have 100% certainty that something big enough to justify extreme actions from the US Government and US Regulatory Agencies broke somewhere. How else we can justify the SEC is still holding back the “Fails To Deliver…
Tag:#stocks
Is ARM The Canary In The $NVDA Coal Mine?
Newspapers have been cheering up the “deal” this week where Softbank managed Vision Fund successfully sold ARM 25% it owned to… Softbank. In September 2020, $NVDA agreed to buy the whole ARM from Softbank at a $40bn valuation paying in cash and shares (NVIDIA), but it preferred to lose $1.25bn…
The great paradox of CRE lending: while owners are freaking out, banks are chilling
Q2 US bank earnings reported so far paint such a rosy picture of CRE loan risk. Yes, they admit there will be an uptick in losses (maybe), but banks barely show any concern. So why are CRE landlords panicking, not being shy with the press, describing the situation as “apocalyptic”…