LOOKING FOR THE NEXT SVB - 4M PROCESS
Politics is making safe areas look dangerous
I know a lot of people are moving back to a deflationary view of the world, particularly with the failure of SVB and Signature Bank but politics for me is still pointing to inflation. When I think about SVB, and how I use my 4M process (Motivation, Macro, Micro and Market), its suggests a way to think about which banks might fail next.
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