SVB FINANCIAL & The Overrated Death of the US Banking Sector (Pre-Loved)

There have been a veritable ton of incredibly solid writeups about SVB Financial + Implications for the US Banking Sector over the past week. I loved them so much I just wanted to share 30+ of them.

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17 Amazing SVB-Related Articles That I Actually Read & Enjoyed: (Substack)

TL;DR on SVB Financial in <1,800 words (BULLET POINTS!)

Chartbook #202 What went wrong at Credit Suisse? The Swiss roots of the debacle.

March Madness

Contagion Risks

An Update On Charles Schwab

SVB: Available-FUD-Sale

Behind the scenes: An account of the SVB collapse from startup land

Berkshire Hathaway's Fixed Maturity Portfolio

The Valley of Despair

Contagion vs. Containment

SIVB: Held-to-Mortem Governance

Fragile Capitalists

Banking Crisis?

The Death of Silicon Valley Bank

The Fall of Silicon Valley Bank

The Demise of Silicon Valley Bank

Why was there a run on Silicon Valley Bank?

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16 Great SVB-Related Articles: (Non-Substack)

1. Monetary Tightening and U.S. Bank Fragility in 2023: Mark-to-Market Losses and Uninsured Depositor Runs?

2. The wrong way to think about moral hazard | Econlib

3. Banking in very uncertain times | Bits About Money

4. A Reverse Minsky Moment | The Irrelevant Investor

5. Silvergate has collapsed | The Verge

6. European regulators criticise US ‘incompetence’ over Silicon Valley Bank collapse | FT

7. Credit Suisse to borrow up to $53.7 billion from Swiss central bank | WP

8. SVB Financial Files for Chapter 11 Bankruptcy Protection | WSJ

9. Fall of Silicon Valley Bank: The broader implications and why they matter to S’pore | The Straits Times

10. BofA Gets More Than $15 Billion in Deposits After SVB Fails | Bloomberg

11. KPMG stands by audits of Silicon Valley Bank and Signature Bank | FT

12. Startup Bank Had a Startup Bank Run | Bloomberg

13. First Republic drops 60%, leads decline in bank stocks despite government’s backstop of SVB | CNBC

14. Yellen rules out bailout for Silicon Valley Bank: "We're not going to do that again" | CBS

15. Ackman Says US Should Mull SVB Bailout as Possible Option | Bloomberg

16. Silicon Valley Bank fails to find buyer as run on bank outpaced sale process | CNBC

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7 Cool SVB-Related Videos:

If you know of any other interesting SVB-Related articles, please share them with everyone in the comments below!

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