Archive - Perspective on Risk

Perspective on Risk - May 28, 2025 (Stablecoins)

Stablecoins; But What Really Is A Bank?; Thoughts on the Genius Act

May 28 •

Perspective on Risk - April 28, 2023 (Review of SVB Supervision + much more)

Review of the Fed’s Supervision of SVB; Managing A US Debt Default; BoJ Financial Stability Report; Revised FSOC Framework; CAT Rates Increasing…

Apr 28, 2023 •

Perspective on Risk - Feb. 7, 2024 - (Commercial Real Estate)

CRE Developments; Economists Run Some Stress Analysis

Feb 7, 2024 •

Perspective on Risk - Oct. 14, 2024

TD Goes Boom; Risk Shifting; Repo Spikes; Private Credit; More Draghi; Cat Five

Oct 14, 2024 •

Perspective on Risk - Nov. 21, 2024

GAO Review of Supervision; Republic First Bank; EU Capital Req. Lower Than In US; A Stable Financial System, Or Criminal Collusion; Marc Rich’s Old…

Nov 21, 2024 •

Perspective on Risk - Apr. 13, 2025 (Critical Trade Theory)

Trump '87; War By Any Other Name; Stagflationary Shock; UST; USD; Triffin World; Superforecasting Tariffs

Apr 13 •

Perspective on Risk - March 10, 2023 (Yes, Banks Fail)

Banks Fail; Regulatory Miss? No Contagion; FHLB (WTF); It’s Never Good To Win These Awards

Mar 10, 2023 •

Perspective on Risk - July 9, 2024

Financial Stability Conference; Basel III; Glastonbury

Jul 9, 2024 •

Perspective on Risk - Nov. 29, 2024 (Global Trends 2040)

TL;DR; Background; What Did They Predict About 2025 (in 2008); What Does Global Trends 2040 Predict

Nov 29, 2024 •

Perspective on Risk - June 3, 2025 (Stablecoins, Part Deux)

Embedding A Narrow Bank; Walled Gardens & Open Worlds; Insolvency Provisions & Uninsured Deposits; Thoughts As A Regulator

Jun 3 •

Perspective on Risk - June 15, 2024 (Bank Supervision)

Has the NY Fed lost its swag?; Fintech C&D; FDIC

Jun 15, 2024 •

Perspective on Risk - April 11, 2025 (Kindleberger, Minsky, Keynes and Friedman)

A play in two acts by ChatGPT, prompting by Brian Peters

Apr 11 •

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