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These Are the Goods

Posted March 12, 2023 by Michael Batnick

Articles

Between the end of 2019 and the first quarter of 2022, deposits at US banks rose by $5.40 trillion (By Marc Rubinstein)

From their sublime beginnings when Lord Satoshi first blessed the world with their teachings, his faithful have built many castles on top of dubious, crusty, and brittle foundations (By Arthur Hayes)

It is overvalued and underestimated (By Mario Gabriele)

For a category that already generates north of $200 billion in total revenue, roughly 30% annual growth is insane.  (By Packy McCormick)

Customer money keeps coming in, as deposits, but it doesn’t go out, as loans. (By Matt Levine)

The Great Financial Crisis was fifteen years ago but the PTSD from that era is permanent (By Josh Brown)

Podcasts

Draft day was rough (With Ryen Russillo and Greg Olsen)

Earnings down, no recession, equities higher. (With me, Josh, Carleton English, and Joe Fahmy)

 


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/

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Michael Batnick, CFA

Michael Batnick is a managing partner at Ritholtz Wealth Management. He is the co-host of Animal Spirits, What Are Your Thoughts, and The Compound and Friends. For disclosure information please see here.

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