The Banking Secret Is Out

Some of the losses this week were reminiscent of 2001 and 2008. Is it different this time? ---------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast]( https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1) iTunes: [The Real Esta ...  Show more

Today's question come From Mark in North Carolina."Victor, I've listened since your early episodes on the Simplification Trap and Forcing Value in Apartments. I'm sitting on 3.5 acres entitled for 82 units, fully site-planned. Your episodes over the last 18 months about cap rate ...  Show more

The big headlines from March's banking crisis have receded and balances at some of the Federal Reserve's emergency lending facilities, like the discount window, are starting to fall. But if you look closely, there are still signs of strain in the depths of the financial system. A ...  Show more

Synthetic risk transfers, in which banks purchase insurance-like protection on some of their loans, is a growing market on Wall Street, with billions worth of deals made in the US last year. But of course, anything with the words "synthetic" and "risk transfer" is probably going ...  Show more

As the banking sector is in the news again, investors wonder about an increase in borrowing from the Fed and possible restrictions on the horizon.

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Welcome to Thoughts on the Market. I'm Vishy Tirupattur, Morgan Stanley's Chief Fixe ...