He is one smart dude our MS. I can indeed vouch for his musings re the macro situation he felt was looming. He spoke about it on several occasions, not about bank problems but more generally of impending trouble in the broader market. However you would need to do some research to read many months old posts to see he sold 80% of his holdings although didn't know it was an average of about $5.
Cheers
Moowee
PS I too am awaiting his pearls of wisdom![]()
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