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.