The Portfolio Armor Substack

The Portfolio Armor Substack

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The Portfolio Armor Substack
The Portfolio Armor Substack
The No-Win Scenario

The No-Win Scenario

Implications of the Credit Suisse bail-in.

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Portfolio Armor
Mar 19, 2023
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The Portfolio Armor Substack
The Portfolio Armor Substack
The No-Win Scenario
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The late Kirstie Alley as the Vulcan Lieutenant Saavik, in command during the Kobayashi Maru test in Star Trek II: The Wrath of Khan (1982).

That Didn’t Work

In a trade alert last week (Betting *on* a Bank This Time), I mentioned I bought calls on Credit Suisse (CS) based on Izabella Kaminska’s thesis that the Swiss National Bank’s ~$54 billion back stop …

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