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Update from Silicon Valley Bridge Bank CEO

svb.com

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Re: Update from Silicon Valley Bridge Bank CEO

#31
post #7
post #3

Effectively there are two banks (Silicon Valley Bridge Bank, N.A. and Signature Bridge Bank, N.A.) with de facto unlimited FDIC insurance, as there's explicit guarantee for all existing and new deposits.

Somewhere between "$250k" and "infinite" would have been less moral hazard. Feels like we've set a dangerous precedent, but only for depositors who are politically connected and can instill panic. When does the de facto unlimited FDIC insurance expire/ When does Silicon Valley Bridge Bank go back to normal? Second: IIUC, any shortfall in making SVB depositors whole will come from a levy on the rest of the banking sys…

When was the last time non politically connected depositors lost money from their checking accounts?

The only “moral hazard” being created here is encouraging people to deposit money in smaller banks.

If the govt hadn’t created the “moral hazard” then people and businesses would simply have chosen to do all their banking with the much safer big banks like Chase and Citibank.

The reality is that Americans don’t want all banking to be concentrated in the hands, but smaller banks are significantly more risky and inefficient. Depositing money in the smaller banks and not just the top handful is the “moral hazard” that has been created by government intervention.

Re: Update from Silicon Valley Bridge Bank CEO

#32
post #9

Run your bank off a cliff, require every rule be broken to save your bacon, and now ask people to reline your coffers with more deposits. Absolutely stunning... On second thought - SVB is apparently the safest place on the planet to park enormous amounts of cash. Why would you not deposit everything here? The Government will just save you if SVB screws it up again... right? Absolutely zero risk in parking everything…

Is that a fair assessment or just a knee jerk reaction to first reading?

How long will the FDIC make this unlimited protection available to SVB++? Is it just long enough to calm everyone down, and then in a few weeks/months release a very quite announcement that the guarantee is going back to the original $250k? If it is new gov't policy that all accounts every where are guaranteed for ever, then that's a huge banking shift that seems like something that would require a bit of congressional approval. But that's just me not knowing a damn thing about how the FDIC decisions like this are made

Re: Update from Silicon Valley Bridge Bank CEO

#34
post #24

It's quite an ingenious situation. - FDIC guarantees that every deposit at these banks up to an unlimited amount will be paid out by the US government. - Because of that guarantee, the bank run stops and people leave their money there (and in fact deposit more). - Because of the influx of cash the bank solves its liquidity issues and the government doesn't actually have to spend a single penny. In theory all of this…

> Did we just accidentally invent a fully socialized national banking system?

Not if the profits still go private interests.

The standard way of doing big business in the USA for quite some time has been “socialize the costs, privatize the profits”. So on the face of it this doesn’t seem new.

Re: Update from Silicon Valley Bridge Bank CEO

#35
post #18

Earlier quoted context omitted.

This is the biggest lie you will ever read (not you specifically, but this pitch). The funds will be recovered from special bank assessments, which means you and I will pay to bail out SVB and Signature via increased bank fees and more over the next decade. Not to mention the FDIC is guaranteeing depositors will be made 100% whole, which means again, you and I are guaranteeing the deposits if this special bank assess…

The depositors will be paid back by their own money. The money hasn’t disappeared anywhere. It still exists, and the bank will still make a profit as the MBSes it paid into will continue returning money to the bank. It will simply make a profit that’s less than what it could have made with the same shareholder equity with way less risk in other investments. Which is why shareholders got wiped out. This was a classic…

> in a handful of Too big to fail banks

Like SVB?

The red carpet was rolled out to prevent anyone form being harmed by SVB... and zero lessons will be learned and we'll just do it all again, but with a different name this time.

Everything that happened meant SVB was supposed to fail and drag down all of it's high-flying customers with it. Yet... here we are, pretending this isn't a taxpayer guaranteed big bank bailout during a looming election cycle with record inflation we're also pretending isn't real.

Politics makes things... insane.

Re: Update from Silicon Valley Bridge Bank CEO

#36
post #9

Run your bank off a cliff, require every rule be broken to save your bacon, and now ask people to reline your coffers with more deposits. Absolutely stunning... On second thought - SVB is apparently the safest place on the planet to park enormous amounts of cash. Why would you not deposit everything here? The Government will just save you if SVB screws it up again... right? Absolutely zero risk in parking everything…

> On second thought - SVB is apparently the safest place on the planet to park enormous amounts of cash. Why would you not deposit everything here? The Government will just save you if SVB screws it up again… right?

I mean, SVB (and every other bank except those three) wouldn’t exist today if people treated the three banks the government decided to invoke the systemic risk exception for [0] in the last financial crisis that way, so, I’m going to guess the market will also not treat SVB that way.

[0] Two of which didn’t end up needing the exception to actually be used because the mere announcement of the decision facilitated other resolutions.

Re: Update from Silicon Valley Bridge Bank CEO

#37
post #9

Run your bank off a cliff, require every rule be broken to save your bacon, and now ask people to reline your coffers with more deposits. Absolutely stunning... On second thought - SVB is apparently the safest place on the planet to park enormous amounts of cash. Why would you not deposit everything here? The Government will just save you if SVB screws it up again... right? Absolutely zero risk in parking everything…

Is that a fair assessment or just a knee jerk reaction to first reading? How long will the FDIC make this unlimited protection available to SVB++? Is it just long enough to calm everyone down, and then in a few weeks/months release a very quite announcement that the guarantee is going back to the original $250k? If it is new gov't policy that all accounts every where are guaranteed for ever, then that's a huge bankin…

If my bank fails next year, and I don't get infinite deposit insurance - where are we then?

The fact that the FDIC website still says $250k cap is amazingly laughable. It's either unlimited for everyone every time, or it's $250k for everyone every time.

The reality is - it's infinite deposit insurance if you are well connected. Let that sink in folks.

Re: Update from Silicon Valley Bridge Bank CEO

#38
post #19

Earlier quoted context omitted.

Don’t all banks have that right now?

No, only SVB and Signature enjoy infinity insurance. Everyone else that played by the rules gets a measly $250k max...

> No, only SVB and Signature enjoy infinity insurance.

No, only the balances of SVB and Signature at the time of the failure of the former banks have that. There’s no prospective guarantee inheritable by an acquirer. (Admittedly, any bank that could reasonably bid for them, especially for SVB, would probably independently qualify for the systemic risk exception itself if it suddenly failed, but also any bank that could reasonably bid wouldn’t be in any near term risk of that, either.)

Re: Update from Silicon Valley Bridge Bank CEO

#39
post #5
post #3

Effectively there are two banks (Silicon Valley Bridge Bank, N.A. and Signature Bridge Bank, N.A.) with de facto unlimited FDIC insurance, as there's explicit guarantee for all existing and new deposits.

There is no way this is permanent, right? What's the end goal of this? Rebuild confidence in SVB and then return to normal insurance? I think the first step they have to do if there is any hope of a successful relaunch, is a full rebrand.

I think they should reuse some brands that are available again instead of wasting a new name. I could suggest MCI, Charter, Blackwater, etc as all names that would be befitting for these "oops" rebrands.
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