The Rational Walk

Home
Publications
Investing
Book Reviews
Worldly Wisdom
Journal
Contact
NewTopDiscussion
Silicon Valley Bank's shareholders and creditors should not be bailed out
The Rational Walk
49
A classic run on the bank exposes harsh realities hiding in plain sight
The Rational Walk
25
The FDIC will provide unlimited deposit insurance for Silicon Valley Bank and Signature Bank and the Fed will accept depreciated securities at par value…
The Rational Walk
34
Recent bank failures raise questions about how Berkshire Hathaway and other insurers account for fixed maturity investments.
The Rational Walk
14
Apologists for crony capitalism are telling the American people that shareholders and executives of failed banks will be wiped out. The reality is more…
The Rational Walk
28
Operating efficiency gains and aggressive repurchases have delivered attractive returns to shareholders over the past decade. Will these trends…
The Rational Walk
1
Share repurchases, compensation, ownership, risk disclosures, and board diversity
The Rational Walk
15
Will the industry's boom turn into a bust in a housing downturn?
The Rational Walk
3
Buffett comes out swinging at "economic illiterates" and "demagogues" who mischaracterize stock repurchases.
The Rational Walk
14
We carry supercomputers in our pockets providing access to all of the wisdom of human history, so why has public discourse deteriorated in the…
The Rational Walk
10
Many market observers seem to lack an understanding of the effect of rising interest rates on fixed maturity securities.
The Rational Walk
12
Financial independence destroys scarcity-driven narratives
The Rational Walk
8
© 2023 The Rational Walk LLC
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing