0xBankAnalyst

ex tradfi bank analyst | antifragility practitioner | cross-disciplinary learner

[0xBankAnalyst @mishleeee]

Do not rush in for @silvergatebank tonight. Share price down 40% pre market. Withdraw could accelerate => significant haircut and liquidity crunch. There is simply no point of looking at P/B unless some white knight decides to take it over.
https://t.co/7NAsdZvLkh

[@jason @Jason]

I loved the ending of white lotus — don’t know what y’all are talking about 🪷

[0xBankAnalyst @mishleeee]

@Chris_Defi 对啊，黄金这无法解释…

[0xBankAnalyst @mishleeee]

@TechCharts looks like ICBC https://t.co/jhV6thTKCr

[TraderLion @TraderLion]

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[0xBankAnalyst @mishleeee]

@annacoull Volume burst due to Russell reconstitution

[0xBankAnalyst @mishleeee]

@JeffSnider_AIP Chinese New Year was early… took away whole week or two weeks production activity

[0xBankAnalyst @mishleeee]

@TommyThornton When was the best day?

[0xBankAnalyst @mishleeee]

@zerohedge no point of comparing China banking assets vs that of US, because China bond market fairly small vs bank loans. How about comparing the problem in US bond market vs that of China bond market?

[0xBankAnalyst @mishleeee]

@crossbordercap @johnauthers Seasonal operation right before the national holiday. 2021 was a tight year so cannot focus on yoy.

[Dan Mikulskis @danmikulskis]

What do soaring gilt yields mean for DB pension funds?

Implications for markets, strategies & managers

DB pension schemes hold about £1.5Tn in assets, ~50% of which in gilts

(source: PPF 7800 index & purple book)

https://t.co/wWeRTmnw4y

[0xBankAnalyst @mishleeee]

@phyrexni @kw666_2006 美元短缺，笑着加的杠杆哭着还回去，而债的逃生窗口（交易量）又只有那么一点

[0xBankAnalyst @mishleeee]

@BitRunX 而且是4000亿美金

[0xBankAnalyst @mishleeee]

@BitRunX 香港外汇储备4000亿，谢谢

[0xBankAnalyst @mishleeee]

@crossbordercap Yes tighter liquidity from the open market operations have been the concern after abnormal injection during and right after shanghai lockdowns. The problem China is facing is lack of borrowing demand. Interbank liquidity won’t help this. Just like Japan post the 90s bubble.

[Patrick Collins @PatrickAlphaC]

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[0xBankAnalyst @mishleeee]

@mao_rocky 没有black swan也是很大的假设😂想想台海

[0xBankAnalyst @mishleeee]

@shivsakhuja Vol I of The Years of Lyndon Johnson - The Path to Power by Robert Caro

[0xBankAnalyst @mishleeee]

@shivsakhuja Sleep science - Why We Sleep by neuroscientist Matthew Walker

[0xBankAnalyst @mishleeee]

@shivsakhuja Financial bubble framework - Boom and Bust: A Global History of Financial Bubble