Howard Lindzon

howardlindzon.com

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Author, financial analyst, technical analyst, and super angel investor. Managing partner of Social Leverage, co-founder of StockTwits.

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Howard Lindzon @howardlindzon · Mar 20, 2023

From Twitter

Great thread on SVB demise …slowly and than suddenly

Tweet Mar 19, 2023

1/ SVB's decline started with a 'slow motion' bank run in 2022, management missteps, and a botched equity raise led by Goldman Sachs. There are many lessons beyond duration mismatch. There's also fallout for $GS: potentially locked out of bank cap

by Ram Ahluwalia, crypto CFA

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Howard Lindzon @howardlindzon · Mar 19, 2023

From Twitter

Good thread on UBS and swiss ‘cheese’ banking

Tweet Mar 19, 2023

In Switzerland, the 'rule of bank' trumps the 'rule of law’. The government agreed to change the law to fast-track UBS’s acquisition of Credit Suisse and bypass shareholder consent. Shareholders will be wiped out. Were the Swiss banks ever trul

by Ram Ahluwalia, crypto CFA

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Howard Lindzon @howardlindzon · Mar 19, 2023

From Twitter

Really enjoyed this macro take. Have a read.

Article Mar 16, 2023

by Arthur Hayes

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Howard Lindzon @howardlindzon · Mar 9, 2023

From Twitter

Good thread on Silicon Valley Bank so far cc @om

Tweet Mar 9, 2023

Silicon Valley Bank $SIVB is in trouble. It sold off a $21 billion bond portfolio for a huge loss to shore up liquidity. The market is worried and the stock is down 54% today. Here’s what you should know 🧵 twitter.com/GRDecter/status/163391973108

by Genevieve Roch-Decter, CFA

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Howard Lindzon @howardlindzon · Feb 19, 2023

From Twitter

Ok so the cost to train an AI system is down 95 percent in 5 years... Good thread All those cost savings though and my AI obituary could have been better written by a stranger

Tweet Feb 19, 2023

3. The cost to train AI systems has gone down 99.59% in 5 years This is a big deal. twitter.com/gregisenberg/status/1627309953349218304/photo/1

by Greg Isenberg

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