8 Comments

Agree. In light of all this, I think HIFS could be a very attractive investment at these prices. I'm averaging down at the moment. Any thoughts about it?

P.S. The 'Theory 1 and 2' of banking framework from Matt Levine is useful for thinking about this too.

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Thanks, I just searched and found some of Levine's work. Are you the same Felix that asked about funding at the HIFS AGM?

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I'm not. I have yet to watch that.

Levine's newsletter (Money Stuff- Bloomberg Opinion) is fantastic, highly recommend it.

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Thanks!

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Why JP Morgan does not go to bankcrupt because of interest rate raising risk? What JP Morgan did differently compared to Silicon Valley Bank?

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can't believe i just stumbled onto this, thanks for the insightful breakdown of the numbers!

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You're welcome!

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