[HN Gopher] SVB Financial: Blow Up Risk (2022)
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       SVB Financial: Blow Up Risk (2022)
        
       Author : AlchemistCamp
       Score  : 179 points
       Date   : 2023-03-11 17:13 UTC (5 hours ago)
        
 (HTM) web link (seekingalpha.com)
 (TXT) w3m dump (seekingalpha.com)
        
       | paulddraper wrote:
       | > The company should be able to sell its AFS with minimal losses
       | and about $2-3 billion of the portfolio pays down every quarter.
       | The company also has some borrowing capacity. So, right now it
       | looks unlikely the losses on the HTM portfolio will get
       | triggered, it is a risk.
       | 
       | In an alternate dimension, it played out exactly like this.
        
       | hn_throwaway_99 wrote:
       | Wow, how prescient. Articles like this are especially damning to
       | the execs that sold stocks just a few weeks ago. This was not
       | some huge surprise. They may not have anticipated the ferocity
       | with which there would be a run on the bank, but they absolutely
       | knew they were in deep shit and would need to do a capital raise.
       | And I hope nobody tries to defend this with "those stock sales
       | were from 10b5-1 plans!". Those can easily be gamed by execs
       | waiting to release bad news until after their sales go through,
       | or by cancelling sales if things look good for the future (courts
       | have said you can't be charged with insider trading for _not_
       | selling shares, which means you can basically just set up 10b5-1
       | plans but cancel them as needed based on your insider knowledge).
        
         | stefan_ wrote:
         | We don't need to assume the execs knew their held to maturity
         | MBS scheme would blow up when they are selling weeks before
         | announcing a loss (which they would definitely be acutely aware
         | of).
        
           | darkerside wrote:
           | If they're regularly selling securities, there is no good
           | time to make the announcement
        
         | paulddraper wrote:
         | > Articles like this are especially damning to the execs that
         | sold stocks just a few weeks ago.
         | 
         | You mean the reverse, right?
         | 
         |  _You can 't insider trade if it's not insider information!_
         | 
         | This article supports the execs, not damns them.
        
           | hn_throwaway_99 wrote:
           | No. Because a short seller speculates the bank is in trouble
           | doesn't mean it gives execs carte blanche to sell their
           | stock.
           | 
           | The "inside information" piece is exactly _when_ SVB would
           | need to do a highly risky capital raise, which SVB did (or
           | tried to do) conveniently 2 weeks after the CEO sold
           | millions.
        
         | PaulHoule wrote:
         | At least so far the story is that SVB got in trouble because it
         | invested in bonds that went down in value, not because of its
         | loan portfolio. We'll see if that is true or the whole story,
         | but if it is true, the scenario is entirely different from what
         | that article is suggesting.
        
           | metalspot wrote:
           | their AAA bond assets suffered big losses, but their loan
           | assets are even worse. there is a big PR effort to focus on
           | the bond losses, but the real shit is the 10's of billions in
           | loans to companies that will never make a profit, and the
           | systemic contagion risk that entails. they lost 15% on 100B
           | of their book, but they are going to lose 100% on 10's of
           | billions (unknown) from the other half of their book.
           | 
           | if all of their assets were AAA and they were only down 15%
           | they wouldnt be a failed bank right now. nobody knows how big
           | the losses really are, but the people they were in business
           | with knew best, and those people pulled their money as fast
           | as they could, so everyone else can make assumptions based on
           | that.
        
           | panarky wrote:
           | _> ... entirely different ..._
           | 
           | The article nailed the "unrealized losses in its htm (hold to
           | maturity) fixed income portfolio", and it nailed the risk of
           | deposit bleeds forcing liquidation of the htm assets,
           | realizing the unrealized losses, leading to insolvency.
        
         | toomuchtodo wrote:
         | Who got hurt by execs selling stock into the market? Hopefully
         | sophisticated investors who should've known better. For over a
         | year there were indicators SVB was not healthy.
         | 
         | "We are selling to willing buyers at the current fair market
         | price."
         | 
         | Edit: if you don't like the 10b5-1 rules as they stand, feel
         | free to submit a comment to Gensler and Co at the SEC. If you
         | can't trade on positive material non public information, why
         | would you expect them to trade on negative MNPI? Follow the
         | rules and what is least likely to cause you to end up in
         | handcuffs or in front of Congress. That is a logical and
         | rational decision.
        
           | jeremyjh wrote:
           | "Even though we have insider knowledge that indicates it's
           | worth less than market and quite possibly nothing at all."
        
           | throw0101c wrote:
           | > _"We are selling to willing buyers at the current fair
           | market price."_
           | 
           | A line from the really good movie _Margin Call_ :
           | 
           | * https://en.wikipedia.org/wiki/Margin_Call
           | 
           | Worth checking out.
        
             | johnyzee wrote:
             | _" It's not a panic if you're the first one out the door."_
             | 
             | Another great quote from _Margin Call_. Love every bit of
             | that movie. Very underrated too, as it was (unfairly)
             | overshadowed by _The Big Short_.
        
             | pgwhalen wrote:
             | In my opinion, it's the best movie ever about finance, and
             | it's not even close.
        
               | OneLeggedCat wrote:
               | It really is. Above referenced scene:
               | https://www.youtube.com/watch?v=ag14Ao_xO4c
        
           | hef19898 wrote:
           | Well, in case of those SVB execs we talk potential insider
           | trading. Margin Call is fiction, and MBSs or MBS based CDOs
           | are not shares in the company you run.
        
           | hn_throwaway_99 wrote:
           | > Edit: if you don't like the 10b5-1 rules as they stand,
           | feel free to submit a comment to Gensler and Co at the SEC.
           | 
           | The SEC already tried this. Courts have ruled that you can't
           | be charged with insider trading for _not_ executing a trade,
           | but the end result is the same: just set up plans that you
           | cancel if you don 't want them to trade. Can't remember the
           | name of the court case but shouldn't be too hard to find by
           | Googling. SEC has tried to tighten the rules by requiring
           | that cancellation of any trade cancels the whole plan, but
           | their hands are also tied based on court rulings.
        
           | pixl97 wrote:
           | >Hopefully sophisticated investors who should've known
           | better.
           | 
           | You mean like your retirement fund manager?
        
             | lotsofpulp wrote:
             | If you are investing in actively managed funds, then you
             | chose that agency risk.
        
             | toomuchtodo wrote:
             | "Sophisticated" doing a lot of lifting in this case. Very
             | aspirational. If you're buying single named securities
             | without any due diligence, you deserve the returns you
             | encounter. That's your job!
             | 
             | No one index investing is going to feel this in a material
             | capacity. Depositors will be made "whole enough", and an
             | irresponsible bank got blown out and dismantled. The system
             | worked. If there was fraud, regardless of criminal and/or
             | civil, prosecute those responsible.
        
               | therealcamino wrote:
               | When you say "the system worked" because depositors will
               | get back some as-yet-undetermined percentage of their
               | deposits, that's not relevant to an insider trading
               | discussion -- that's shifting the topic from whether
               | investors in SVB were harmed, to whether depositors were
               | harmed.
               | 
               | I don't quite understand your position on insider
               | trading. The idea behind making it a crime is that no
               | matter how "sophisticated" an outsider is, they don't
               | have insiders' non-public information. Insiders can
               | profit from the information gap between them and the
               | people they sell their shares to. There's certainly
               | disagreement about how to ban insider trading while
               | making it possible for officers of the company to trade
               | at all, but the basis of the law is that _no_ amount of
               | due diligence can undo that imbalance in information.
               | 
               | It sounds like you're saying that one might decide, as an
               | individual, that the system is unfair or imperfect or
               | corrupt, and decide to diversify. That's probably good
               | advice. But that is a practical measure that doesn't
               | really address the problem being discussed.
        
               | toomuchtodo wrote:
               | Please explain what action could've been taken.
               | Cancelling the 10b5-1 scheduled sale of securities based
               | on material non public "inside" information?
        
               | oarabbus_ wrote:
               | >No one index investing is going to feel this in a
               | material capacity.
               | 
               | Over what timeframe are you making this claim? A week? A
               | year? 10?
               | 
               | The entire index dropped, driven by a selloff in the
               | Financial Services sector after FDIC placed them on the
               | failed bank list, so in effect it has already affected
               | the index.
        
           | stametseater wrote:
           | [dead]
        
         | adhesive_wombat wrote:
         | > They may not have anticipated the ferocity with which there
         | would be a run on the bank
         | 
         | Bank runs are pretty much always ferocious because 1) that's
         | what a run is, rather some euphemism for the prelude like
         | "temporary liquidity processing anomaly" and 2) they're
         | positive feedback loops that end up ferocious as soon as
         | someone responding to the "TLPA" gets noticed by someone else.
        
           | eloff wrote:
           | A more charitable interpretation of what the OP is saying:
           | the execs may not have anticipated how fast the shit would
           | hit the fan. I doubt they believed there would be a run on
           | the bank this month, not even the short sellers were
           | predicting that. They did know they were in trouble, but I
           | think everyone, even those being against SVB, was surprised
           | by the speed and ferocity with which this played out.
        
             | adhesive_wombat wrote:
             | You might be validly surprised by the short time between
             | "uh.." and a full-on run, but the run itself is no more
             | ferocious than people responsible for avoiding one should
             | have been thinking of.
             | 
             | It's like a airline blaming the ground for being
             | unexpectedly hard and the crash happening so soon and it's
             | not their fault why there were no survivors and not because
             | of the deferred maintenance of the aircraft under a
             | loophole in the FAA regulations.
        
           | paulddraper wrote:
           | That's true, though most bank failures aren't bank runs. IDK
           | if there's been a bona fide bank run in the U.S. since the
           | 1930s.
           | 
           | The reason this was a bank run is that FDIC insurance meant
           | approximately nothing, as opposed the the usual situation
           | where a huge amount of depositors are fully insured.
        
         | anonymousiam wrote:
         | The executive stock sales were only for a few million dollars,
         | and a relatively minor percentage of their holdings. I doubt
         | there will be any criminal charges.
        
       | xiaolingxiao wrote:
       | Note this was published dec 2022.
        
         | kurthr wrote:
         | So, classic bank run... except there were 6 people on the same
         | chat channel controlling 10% of the bank's reserves. Once they
         | notice, poof!
        
           | steveBK123 wrote:
           | This is also why small, concentrated merchant banks like this
           | are risky. Deposit base is too homogenous.
        
             | mikeyouse wrote:
             | It was one of the 15 largest banks in the country.. if
             | depositors lose money here, every bank in US better be
             | ready Monday morning as every company moves all of their
             | funds to one of the top 3.
        
               | steveBK123 wrote:
               | Most banks the vast majority 60-70% of depositors are
               | insured.
               | 
               | SVB was under 10% They were super concentrated in one
               | industry, their depositors themselves were super
               | concentrated with their deposits and they were poorly
               | run.
               | 
               | They'll be open in some capacity Monday but the idea that
               | big rich uninsured depositors should be made whole
               | because of vibes is silly. They have a $10Bish hole. TBD
               | how this plays out.
        
               | IrnBru wrote:
               | That is irrational behaviour. Depositors should spread
               | their cash across multiple banks. This is very basic risk
               | management.
        
               | mikeyouse wrote:
               | I'm just telling you what I'm seeing.. The "multiple
               | banks" will be the few biggest ones, even if it's 1/10th
               | of their funds, nobody will accept the risk of a smaller
               | bank.
        
               | bcrosby95 wrote:
               | Yet still small enough to not need to undergo stress
               | tests after changes to Dodd frank in 2018.
        
       | notlukesky wrote:
       | They mentioned this report in the All In Podcast this week.
        
         | stcredzero wrote:
         | From the podcast: "The herd mentality caused us to all run for
         | the door..." -- There was an N-way Prisoner's Dilemma that just
         | played out in the Silicon Valley startup networks.
         | 
         | And the startup networks in aggregate -- Failed! There was a
         | reference made to the movie, "It's a Wonderful Life." The
         | Silicon Valley startup scene failed like a mob, where the
         | Building and Loan crowd succeeded as a community.
         | 
         | Maybe that kind of thing only exists in the movies? Well, not
         | quite. But it is rare.
        
       | dboreham wrote:
       | After reading this article my take on the situation substantially
       | changed from the typical (here) "idiot bankers put all their
       | assets in HTM instruments".
       | 
       | ianab but I get the impression that when you're operating a bank
       | you think of depositors and loans like a SaaS service would view
       | subscribers. You want more deposits same as we want more
       | subscribers. Having got more deposits you set about lending the
       | money in order to make a profit.
       | 
       | Most businesses that don't go broke take on "steady state"
       | characteristics -- month to month the money coming in and going
       | out is much the same. Hopefully rising a bit each month, but
       | mostly tomorrow is the same thing as yesterday.
       | 
       | That would be the case with a typical big bank. e.g. my
       | businesses bank with WF. We have some amount of cash on deposit
       | there that varies through the month and the year but long term
       | averages to some near constant. Once the bank has thousands of
       | businesses as clients all those deposits' noise will smooth out
       | and as someone running that bank it looks like you can rely on
       | having some $$$ of deposits, always. In this situation you don't
       | actually care whether you put the money in liquid or HTM
       | instruments because net nobody is going to withdraw it anyway.
       | 
       | Here's where I think SVB went off the rails : their customers
       | were not normal businesses. This meant that the assumption that
       | deposits would remain roughly static was not valid. That's
       | because a large proportion of the deposits represented startup
       | burn fuel.
       | 
       | Deposited funds that starts ups are burning through will only
       | remain static if there is a constant flow of _new_ start ups.
       | That wasn 't the case in the last couple of years as the free
       | money environment dried up.
       | 
       | So now you have big net outflows from SVB because no new start
       | ups are being funded, but the existing ones are still burning
       | their money.
       | 
       | And then it gets worse because all the depositors are part of the
       | same close social network and therefore can organize a run
       | quickly and easily.
        
         | IrnBru wrote:
         | Borrowing short term and lending long is what all banks do. The
         | problem here is a lack of diversification.
        
         | darkerside wrote:
         | Surprising similarity to the 2008 crash in that there was
         | systemic risk that wasn't detected or fully understood based on
         | there being events that were entirely predictable (housing
         | prices drop, or Fed rate increases) but happening at
         | unpredictable rates of speed.
        
         | eastbound wrote:
         | No bank can bet the deposits will stay the same: Through the
         | short-term economic cycles, people will accumulate for 6
         | months, 2 years, 10 years, then deplete. Covid hits? Everyone
         | needs 3 grand at the same time. Government gibs money? Everyone
         | has 3 grand extra for a few weeks. Everyone gets paid on the
         | 1st of the month. You can average, but everyone will hit the
         | low at the same time.
        
           | IrnBru wrote:
           | Not true. Imagine there was only ONE bank.
        
             | spacebanana7 wrote:
             | I see what you're getting at but people could still
             | withdraw paper money or do international transfers.
             | 
             | A single global bank in a world without paper
             | money/gold/etc might be different.
        
       | 0003 wrote:
       | Really great marks. Almost perfect. Except the key piece "The
       | company should be able to sell its AFS with minimal losses and
       | about $2-3 billion of the portfolio pays down every quarter. The
       | company also has some borrowing capacity. So, right now it looks
       | unlikely the losses on the HTM portfolio will get triggered, it
       | is a risk."
       | 
       | File this under... "thought it was bad, didn't know it was THIS
       | bad." And enjoy the millions of dollars you made :P
        
       | toinewx wrote:
       | The author had a short position. You can find it at the end of
       | the article:                  Disclosure: I/we have a beneficial
       | short position in the shares of SIVB either         through stock
       | ownership, options, or other derivatives.
        
         | tedivm wrote:
         | You say that like it's some gotchya, but someone who felt the
         | bank wasn't in a good financial position would naturally short
         | it. This just means the guy put his money where his mouth is.
        
           | dtech wrote:
           | It's beneficial for someone who is shorting a stock to put
           | out negative press about the company. It's basically the
           | modus operandi of some hedge funds.
           | 
           | I also don't get the gotcha though. As long as it's disclosed
           | and the facts are true I don't see the problem.
        
             | bmitc wrote:
             | I assume it's going to be much, much riskier to rely on
             | sentiment affects of an article rather than valid research
             | when shorting.
        
             | mlyle wrote:
             | > It's beneficial for ...
             | 
             | It's beneficial for anyone has a thesis that a stock is
             | mispriced to:
             | 
             | * Take a position (short or long) that will take advantage
             | of the mispricing
             | 
             | * Broadly communicate this thesis after taking the position
        
         | devmunchies wrote:
         | So... he put his money where his mouth was? Sounds better than
         | putting it in SVB.
        
         | kortilla wrote:
         | You would be stupid not to after stumbling on a gem like this.
        
         | steveBK123 wrote:
         | If they thought the stock was going to $0, they sure wouldn't
         | have a Long position would they?
         | 
         | What do you think all these guys on CNBC all day talking up
         | stocks do.. not own it already themselves?
        
         | therealcamino wrote:
         | Yes, but the author was also completely correct about their
         | financial situation. The disclaimer doesn't mean "I'm making
         | this up."
        
         | rufus_foreman wrote:
         | I believe this is called "talking your book" and it should be
         | your default assumption of investor behavior.
        
       | latchkey wrote:
       | Two more followup articles from the same author that are good
       | reads as well (along with a bit of well deserved gloating)...
       | 
       | https://seekingalpha.com/article/4586033-svb-financial-blew-...
       | 
       | https://seekingalpha.com/article/4586342-svb-financial-today...
        
         | therealcamino wrote:
         | I have to say, the articles in Seeking Alpha are so uneven that
         | I never read the when they pop up in a news feed. The original
         | article is pretty startling in how accurate it was (even if it
         | was more concerned about the loans than the mortgage-backed
         | securities.)
        
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       (page generated 2023-03-11 23:01 UTC)