Rolling Bananas with Mark and Pete Mark & Pete

Shock, horror there was no big bank disaster over the weekend. Maybe they're stabilising, for now they look ok and SVB has found a buyer in First Citizens Bank. However, a sector of banks does look particularly exposed to US Commercial Real Estate.

Social Media has been in the news this week: the value of Twitter has halved, TikTok updated congress and a study shows that social media contributes to depression and thoughts of suicide amongst teenagers. And in Europe they can't make ammunition because all the power is being used up by a TikTok server farm. Speaking of Europe we also cover Opium Cafes and the hybrid working losses of unpurchased sandwiches.

So kick back for 20 minutes, level up your financial knowledge and let yourself be entertained. Plus keep those questions coming in.

- Banks are ok now. Aren't they?
- Head of Saudi National Bank resigns
- Clickbait and Polarized news
- Tiktok or Ammo
- Twitter value halves
- Disgruntled employee puts Twitter code on Github
- Tiktok CEO does a good job in front of Congress
- Opium cafes
- Ford Electric Vehicle (EV) losses
- The coming credit crunch
- Towing with a Tesla
- Low commercial real estate occupancy
- 80% of lending from small/regional US banks
- Loss of business income in city centres
- More consultancy job cuts, this time Accenture
- When is the recession coming?
- Worst job in the world
- Christine Lagarde (Mark's crush)
- Astrology the only science that makes Economics look good
- Finding economic indicators
- Looking for everyday savings
- Russians, queuing and Depeche Mode

Twitter; Podcasts; Inteligex; contact - peter@rollingbananas.com

Reference links:

What is Artificial Intelligence
The Start of a Banking Crisis?
Common Trading Mistakes
What is a Recession
What is Monetary Policy
Finding value stocks
Stock Investing in 2023
Your best shot at goal
Focus Discipline and Trading Psychology
Invest in Yourself

Well another week, another bank failure! Credit Suisse had to be bailed out over the weekend; ultimately selling to Switzerland's UBS for $3bn (its value in December was $50bn). Despite the Swiss Central bank guaranteeing over $50bn of support earlier in the week. But even amid this turmoil, the European Central Bank (ECB) pushed ahead with its 0.5% interest rate rise, the question is will Jerome Powell of the Federal Reserve do the same this week?

But banking confidence is not the only thing going on. We also cover the downed US drone, volatility and volumes in the treasury markets, company fund raising issues, Dollar General retailer revises its outlook, Argentina's inflation, what Jurassic Park told you was true, ChatGPT AI issues and much more.

So relax for 20 minutes, level up your financial knowledge and let yourself be entertained and keep those questions coming in.

- Shotgun wedding - Credit Suisse and UBS
- $3bn for a $50bn
- Legal challenges around $17bn AT1 debt write off
- When investors are scared they're scared
- Did Saudi National Bank spokesman cause the run on Credit Suisse
- Money pouring into US Treasuries
- Volatility in the money markets
- Down rounds due to company valuations; do the business models still work
- Argentina inflation has hit 100%
- Dollar General downgrades the outlook
- No ammo or explosives
- Drone gets downed by fuel
- Ukraine becomes a political football in the US
- Stormzy vs Stormy Daniels
- BMW prices have gone up 40% since 2020
- ChatGPT is down; has it done a Hal (2001 AD)
- AI Hallucinations
- Prompt engineering (how to talk to AI)
- You still need to do hard work
- ChatGPT in Excel, why bother?
- Remember Jeff Goldblum said: "just because you can, it doesn't mean you should!"
- ECB raises interest rates
- Following highly specific scenarios, waiting and being patient


Twitter; Podcasts; Inteligex; contact - peter@rollingbananas.com

Reference links:

The Start of a Banking Crisis?
Common Trading Mistakes
Uncoupling from China
What is a Recession
What is Monetary Policy
Finding value stocks
Stock Investing in 2023
Your best shot at goal
Focus Discipline and Trading Psychology
Invest in Yourself

When Powell set out his tough tone at the semi-annual hearings last week he couldn't have foreseen the hotter than expected jobs numbers (again!) on Friday or the run on Silicon Valley Bank. The markets were already reeling but this further news saw a drop of c. 5% on the week.

So we have a lot to talk about this week. We cover the run on the Silicon Valley Bank (and who started it), the bailout in the US and $1 sale in the UK, banking expertise in general, Saudi Aramco mega profits, when is a hybrid not a hybrid, the plan to introduce a 69 hour working week, Nissan junk status, a Boeing/Airbus collaboration and much more.

So relax for 20 minutes, level up your financial knowledge and let yourself be entertained as we cover:

- The Silicon Valley Bank (SVB) run and how social media accelerated it's decline
- The US bails out SVB in the UK it gets sold to a larger bank as a going concern
- Signature bank goes under as well and Silvergate bank quietly closes
- Do bailouts send the wrong signal?
- Is there a problem with expertise in banks?
- Mega profits from Saudi Aramco the world's largest oil business
- When is a hybrid car not a hybrid car; self charging hybrid vs plug in hybrid
- South Korea working week from 52 hours per week to 69 (France is currently 35)
- Nissan's junk credit status
- Our 4 wheel drives of choice
- British icon Land Rover copy, Ineos Grenadier to be made in France
- Recreational Vehicle (RV) outlook is depressed
- WANdisco making up sales
- Why shareholders need to ask difficult questions
- Airbus and Boeing cooperate on military helicopter project
- The inside of a Guatemalan jail

Twitter - https://twitter.com/InteligexTrader
Podcasts - https://rollingbananas.com
Home - https://www.inteligex.com/
Contact - peter@rollingbananas.com

Reference links:

Common Trading Mistakes
Uncoupling from China
What is a Recession
What is Monetary Policy
Finding value stocks
Stock Investing in 2023
Your best shot at goal
Focus Discipline and Trading Psychology
Invest in Yourself

Airlines and Energy, how China manufacturing has picked up at its fastest rate in a decade, the two tier impact of inflation, trucking as a career, Foxconn moving to India, tax regimes and business creation, the AI threat to jobs and more.

So relax for 20 minutes, level up your financial knowledge and let yourself be entertained as we cover:

- Poor retail numbers and outlook
- The boom in Airlines
- The cost of hotels
- Two tier inflation
- The AI threat to middle class jobs
- Unexpected rise in European inflation
- Why Manual trading is difficult
- Trump song and the political fallout
- Accelerating Chinese factory output
- Foxconn Apple plant opening in India
- The demise of the UK Financial Hub
- Tax regimes and business generation
- 2xVW Electric vehicle factories in the US; thank you Biden
- Trucking as a career
- Credit Suisse and the outlook for banking
- Soccer and economic cycles (your PhD thesis?)

Twitter - https://twitter.com/InteligexTrader
Podcasts - https://rollingbananas.com
Home - https://www.inteligex.com/
Contact - peter@rollingbananas.com

Reference links:

Uncoupling from China
What is a Recession
What is Monetary Policy
Finding value stocks
Stock Investing in 2023
Your best shot at goal
Focus Discipline and Trading Psychology
Invest in Yourself

We're a day later than usual but don't worry we have all the top financial news as we try and make sense of everything that is happening in the business world.

This week we cover topics ranging from Bezos' testosterone makeover via maggots and leeches to c90 cassettes (remember those) and onto wigs, private jets, management consultancies and the business of football. To name but a few. 

So relax for 20 minutes, level up your financial knowledge and let yourself be entertained as we cover:

- Tesla Plans to increase revenue and reduce costs
- Elon's wealth
- Maggots and Leeches - a 3,000 year old remedy
- Snow in LA (go figure!)
- BASF quits Germany (yes it's German)
- c90 cassette tapes
- China's private jet shortage
- Burning dirty coal
- Missing investment manager
- Credit Suisse and Saudi Arabia
- The business of Football
- Private Equity breaking Retail (Morrissons)
- Where to buy a wig
- Management consultancy cutbacks
- Another Twitter debacle
- Jeff Bezos makeover

Twitter - https://twitter.com/InteligexTrader
Podcasts - https://rollingbananas.com
Home - https://www.inteligex.com/
Contact - peter@rollingbananas.com

Reference links:

What is a Recession
What is Monetary Policy
Finding value stocks
Stock Investing in 2023
Your best shot at goal
Focus Discipline and Trading Psychology
Invest in Yourself
Looking for value stocks

It's Presidents' day and we use the downtime to bring you a fully packed show.

Hot topics for this week include AI hallucinations, Musk boosting his own tweets, Biden in Ukraine, property in New York City, Cobalt mines, luxury goods sales in China, India's continuing woes and Oligarchs of the world to name but a few topics.

So relax for 20 minutes, level up your financial knowledge and be entertained in the process as we cover:

- Biden in Ukraine
- Musk kills the Twitter proposition
- AI hallucinations, does it work?
- Tesla recall
- Car tire pollution
- Cobalt mines
- Demand for luxury goods in China
- Property prices in New York City
- It's a complicated world, there are no simple answers!
- India's woes as the fallout from Adani continues
- Interest rates and inflation
- The continued rise in retail investors
- Stratification of wealth (from our Chief Geologist)

Twitter - https://twitter.com/InteligexTrader
Podcasts - https://rollingbananas.com
Home - https://www.inteligex.com/
Contact - peter@rollingbananas.com

Reference links:

What is a Recession
What is Monetary Policy
Finding value stocks
Stock Investing in 2023
Your best shot at goal
Focus Discipline and Trading Psychology
Invest in Yourself
Looking for value stocks