SIVBP News and Press, SVB Financial Group Depositary Shs each representing a 1/40th interest in a share of 5.25% Fixed-Rate Non-Cumulative Perpetual Preferred Stock Series A From 03/21/23

2023-03-21 15:58:49 ET Summary During 2022, the market perceived good news about the economy as bad news for the stock market because of the Federal Reserve tightening cycle. The peak of this narrative was likely reached in January 2023, as disinflation changed the expected moneta...

2023-03-21 01:30:00 ET Summary A confluence of factors came together a week and a half ago precipitating a crisis in the banking system, not only in the U.S. but globally. Too much cash in the economy not only led to higher inflation but to balance sheet issues for banks. Bank...

2023-03-20 10:08:22 ET Summary Shares of both UBS Group AG and Credit Suisse Group AG are set to fall materially in response to news that the former is buying the latter. The deal prices Credit Suisse well below what it was trading for previously. Investors in UBS Group should...

2023-03-20 08:05:00 ET Summary We just had two major bank failures, but deposits should be safe. Future interest rate expectations are now lower and this is very good news for REITs. We highlight a few REITs that we are accumulating. We just had the 2nd and 3rd large...

2023-03-19 08:56:31 ET Summary First Republic Bank has declined enough that the stock is looking quite attractive. Despite this, and even though management has provided investors with multiple updates, there is too much opacity and uncertainty to make this a reasonable risk-to-rew...

2023-03-19 02:31:44 ET Summary Parent company of Silicon Valley Bank, SVB Financial Group, filed for Ch.11 bankruptcy in New York on March 17. SVB Financial Group is actually not insolvent, and they just needed to use the automatic stay provision under the bankruptcy code to sell ...

2023-03-19 02:12:32 ET Summary Many smart and well-informed analysts seem to think that this is a great opportunity to buy the dip in regional bank stocks. While I think that the SPDR S&P Regional Banking ETF will eventually recover, I believe that the risks are dispropor...

2023-03-17 16:16:22 ET Summary Here's a long list of biopharmas exposed to SVB Financial Group. Many of these deposits will be uninsured. However, since SVB Financial Group was quite solvent otherwise, much of these deposits should be recoverable by these small companies. ...

2023-03-17 05:19:59 ET Summary Employment data, a lagging indicator, shows a robust employment picture. Regional Business Indicators reveal a rapidly slowing economy. Single-family housing in the doldrums, making it very hard for the economy to grow. Slowing Economic...

2023-03-16 18:11:21 ET Summary Masonite’s medium to long-term revenue growth and margin expansion prospects look good. Near-term concerns should also ease if the Federal Reserve becomes less hawkish post recent developments in the banking sector. Valuation is lower comp...