1/ SVB's decline started with a 'slow motion' bank run in 2022, management missteps, and a botched equity raise led by Goldman Sachs. There are many lessons beyond duration mismatch. There's also fallout for $GS: potentially locked out of bank cap | tweet by Ram Ahluwalia, crypto CFA

Howard Lindzon @howardlindzon · Mar 20, 2023

Great thread on SVB demise …slowly and than suddenly

Tweet Mar 19, 2023

by Ram Ahluwalia, crypto CFA

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