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by robryan 1196 days ago
Is it really just panic though? If their assets marked to market were of greater value than their liabilities there would be no reason for a panic in the first place.
1 comments

Good point, and obviously not a great time for SVB equity holders or EVE sensitivity regulation, but looking through their 10Ks or Marc Rubenstein’s great math yesterday at https://www.netinterest.co/p/the-demise-of-silicon-valley-ba... also not that much worse than Goldman at some points in 2008.

Not great, not terrible as they say, but aside from a couple of very niche specialists no bank on the planet would survive getting 25% of deposits pulled in a day.

> no bank on the planet would survive getting 25% of deposits pulled in a day

Systemically important ones would, due to the Fed’s discount window and liability diversification.