DKI’s Miss With Silicon Valley Bancorp and Mark to Market

This post originally appeared on March 10, 2023 Introduction: The financial world has spent the last few days captivated by the slow-motion implosion of Silicon Valley Bancorp (ticker: $SIVB). A couple of years ago, some well-meaning colleagues suggested SIVB as a potential long idea for DKI. The thesis was that while you had to pay … Read more