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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding

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E_K_S
Winfastorlose
To: E_K_S who wrote (10057)12/22/2022 11:41:28 AM
From: DinoNavarre2 Recommendations  Read Replies (2) of 13782
 
Hi EKS...Not much time to post....We are hosting family this Christmas, four folks here, four more inbound, so my attention is focused on them....Happy wife / Happy life!!!

>>>Are you seeing anything about potential bank defaults<<<

Just about a couple of the European based majors (the usual suspects).....I may have to find a way to access bank credit default swap trend/spread charts....

Just a few things that I have been reading about lately....

GSIBs / TLAC sitrep....

European banks' systemic importance declines amid post-crisis retrenchment

Senior Loan Officer Survey stuff....

What goes up must come down...???
>>>I have been nibbling at REITs that are undervalued but have huge growing FCF (and small debt).<<<

Any take on NLCP...??? I started buying a small bit in early November....With any luck maybe their shares can preform as well as IIPR did for me....

Hopefully the pot farmers have to keep finding alternative routes to access money....

Have a very Merry Christmas!!! (Are we still allowed to say that...???)
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