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'Big Short' Michael Burry Sounds the Alarm on Two U.S. Banks
The Street ^ | 3/22/23

Posted on 03/23/2023 4:07:26 AM PDT by EBH

The legendary investor indicates that more than 60% of Comerica and U.S. Bancorp deposits are uninsured.

If in recent days, observers had focused on First Republic Bank (FRC) - Get Free Report, the prominent investor Michael Burry is sounding the alert on two other banks: Comerica (CMA) - Get Free Report and U.S. Bancorp.

In a chart, the legendary investor names what he considers the banks most vulnerable to a bank run. These are also among the firms with the most unrealized losses in their portfolios of Treasury bonds and municipal bonds.

It appears from the chart/guide, as Burry called it, that Silicon Valley Bank and Signature Bank in New York -- two banks closed by regulators -- were the institutions that had the most uninsured deposits. That means customers holding more than the FDIC insurance limit $250,000 in their accounts.

First Republic is the No. 3 bank most dependent on wealthy customers. Next come Comerica and U.S. Bancorp; more than 60% their depositors are uninsured, according to Burry.

The investor is dubbed 'Big Short' by Wall Street because he became a legend after he successfully bet against the subprime mortgages that caused the 2008 financial crisis.

(Excerpt) Read more at msn.com ...


TOPICS: Business/Economy; Chit/Chat
KEYWORDS:

1 posted on 03/23/2023 4:07:26 AM PDT by EBH
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To: EBH

2 posted on 03/23/2023 4:12:50 AM PDT by ClearCase_guy (“You want it one way, but it's the other way”)
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To: EBH

“U.S. Bancorp”

I’m sure it was just a coincidence that US Bank just cold called me inquiring if I wanted to open a CD with a fairly attractive rate, something they never had before. Rut Ro.
Fortunately I keep just enough in that account to pay the monthly bills.


3 posted on 03/23/2023 4:29:53 AM PDT by DAC21
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To: EBH

Rock and hard place, inflation v bank failures. The great thing with the traitors and dipshits running DC, we get both.


4 posted on 03/23/2023 4:30:05 AM PDT by hardspunned (Former DC GOP globalist stooge)
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To: DAC21

And Wells Fargo just took on US Banc and dumped BOA. LOL....It is going to get wild.

Watch out below!!


5 posted on 03/23/2023 4:34:00 AM PDT by EBH (America Blackmailed, The True Story of the World War...Coming Soon)
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To: DAC21

I’ve had four banks in past month quote me cd rates...all 9 months to 12 months. Rates are exceptionally poor for 2 years or more in the 4 banks.


6 posted on 03/23/2023 4:41:44 AM PDT by pepsionice
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To: ClearCase_guy

He’s wrong quite a lot. He lost a lot of money on a bond bet.


7 posted on 03/23/2023 4:42:54 AM PDT by Vision (Woke is communism and it has no place in America. Election Reform Now! Obama is an evildoer.)
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To: pepsionice

Went to pay my Equity Loan...they handed me a flyer with their rates on them! I laughed.


8 posted on 03/23/2023 4:53:06 AM PDT by EBH (America Blackmailed, The True Story of the World War...Coming Soon)
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To: DAC21

I’ve been deluged with loan offers over the last week with banks just begging me to borrow $

I’ve no interest in such unless they are willing to loan me at least 20 million in which case I’ll sign today


9 posted on 03/23/2023 5:38:25 AM PDT by Manuel OKelley
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To: EBH

I had a bank quote me CD rates for 3-6 month rates....all were .05 percent (weren’t even interested in 1-percent rates). Short term CDs were of the toxic variety for them.

I’ve not seen this type of bank behavior ever. All were favored for a one-year CD...to fit into some type of future strategy. They can’t even explain how this works for me, or for the bank itself.


10 posted on 03/23/2023 6:04:47 AM PDT by pepsionice
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To: pepsionice

Why wouldn’t you(or anybody) just buy a T-Bill from:

www.treasurydirect.gov

The most recent auctions have been in the 4.8-5.2% range for 17 to 26 weeks. I bought two yesterday.

I also bought another Series I savings bond @ 6.89%.

I did this to lower the amount I had in Citizens Bank where I have my checking a savings accounts.


11 posted on 03/23/2023 6:29:11 AM PDT by woodbutcher1963
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To: pepsionice

“Rates are exceptionally poor for 2 years or more in the 4 banks.”

We have an account with a life insurance company where we left the death benefit payment they owed us, with them, for a rate of 3% from 2013 to present. You could make withdrawals, but could not deposit additional funds.

3% was better than anywhere else at the time. Looking to move those funds to an FDIC insured institution now, and received a quote from my bank for CDs:

They are offering 4.5% for 10 months, or 4% for 15 months?!?

Since when do you get less interest for the longer term?

Never underestimate Joe’s ability to F@(k things up — Barack Obama


12 posted on 03/23/2023 6:31:08 AM PDT by Bshaw (A nefarious deceit is upon us all!)
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To: Manuel OKelley

My Facebook page currently is full of ads from various regional banks and credit unions offering CDs at 3-5%.

Currently as I scroll right now on my phone:

Ledyard National bank 3%
Cambridge Trust 5% on 11 month CD
Hanson Credit union 4.25% 11 month CD


13 posted on 03/23/2023 6:42:24 AM PDT by woodbutcher1963
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To: Vision

Thanks for that comment.
The amazing thing about The Big Short (as I recall from the book) is that it was very obvious to many people that there was a big structural problem with the financial markets. But how could one make money on that information?
Getting the timing right was a full-time job of having the information at the right time. And then knowing how to leverage/hedge one’s bets.
Michael Burry has had some big successes. But you seem to say that he had his share of misses as well.


14 posted on 03/23/2023 10:17:28 AM PDT by Honest Nigerian (.)
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To: Honest Nigerian

I thought “Margin Call” was better than “The Big Short”.


15 posted on 03/23/2023 10:18:34 AM PDT by dfwgator (Endut! Hoch Hech!)
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To: EBH

Nothing to fear, Biden will be flying to their rescue.


16 posted on 03/23/2023 11:02:37 AM PDT by Sam Gamgee
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To: EBH

“You will own nothing but be happy.” Listen to your betters.


17 posted on 03/23/2023 3:00:34 PM PDT by Hiddigeigei ("Talk sense to a fool and he calls you foolish," said Dionysus - Euripides)
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