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VOICE ARCHIVE

Bob Elliott

@bobeunlimited
11 posts
2026-02-18
Robinhood's late stage private company closed-end fund looks set to launch next week with a $1bln IPO.  Good example showing promise of the structure (vs interval, etc.).  But far too concentrated for most investors and fees at 2.9% still pretty high.  —  www.bloomberg.com/news/article...
2026-02-18 View on X
Bloomberg

Robinhood launches an IPO for Robinhood Ventures Fund I, a $1B closed-end fund to provide retail investors access to private markets, offering 40M shares at $25

Robinhood Markets Inc. is seeking to raise $1 billion in an initial public offering of a closed-end fund designed …

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2025-04-07
There are no signs the new administration is willing to scale back their tariff efforts. Typically a near immediate 20% decline in equity markets would cause policymakers to rethink their actions, but the new admin has shown no indications of any give yet. Thread.
2025-04-07 View on X
Wired

Nintendo of America President Doug Bowser says the company is “actively assessing” the impact of US tariffs, which “weren't factored into” its Switch 2 pricing

Nintendo of America president Doug Bowser tells WIRED the company is still figuring out how to address tariffs …

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2023-03-14
The US banking system is built on the expectation that equity and bond holders accept the bank economic risk and depositors, particularly the small folks, do not. While that is not legally the structure, its important to keep in mind that's functionally how it works. Thread.
2023-03-14 View on X
New York Times

Signature's and SVB's collapse was aided by GOP-led Dodd-Frank reforms that raised the “stress test” threshold from $50B to $250B, pushed for by SVB executives

Officials with Signature and Silicon Valley banks, which regulators seized in recent days, called for looser financial requirements for midsize banks.

View original
The US banking system is built on the expectation that equity and bond holders accept the bank economic risk and depositors, particularly the small folks, do not. While that is not legally the structure, its important to keep in mind that's functionally how it works. Thread.
2023-03-14 View on X
U.S. Department of the Treasury

The US Treasury, Federal Reserve, and the FDIC say all Silicon Valley Bank depositors will be “fully” protected, and their money will be available on March 13

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2023-03-13
The US banking system is built on the expectation that equity and bond holders accept the bank economic risk and depositors, particularly the small folks, do not. While that is not legally the structure, its important to keep in mind that's functionally how it works. Thread.
2023-03-13 View on X
U.S. Department of the Treasury

The US Treasury, Federal Reserve, and the FDIC say all Silicon Valley Bank depositors will be “fully” protected, and their money will be available on March 13

WASHINGTON, DC — The following statement was released by Secretary of the Treasury Janet L. Yellen …

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2023-03-12
Fed/FDIC decisions on SVB determine whether they risk a bank run trillions of dollars in size. 1/3 of US deposits are in small banks and ~50% are uninsured. Haircutting SVB depositors will raise sensible questions about holding deposits at any small bank, risking a broader run. https://twitter.com/...
2023-03-12 View on X
Bloomberg

As the “Bank of Startups”, Silicon Valley Bank collapsed from its exposure to interest-rate risk, a lack of diversity among depositors, and VC herd mentality

an unsecured illiquid claim on a failed bank. Absent @jpmorgan @citi or... https://twitter.com/... Bob Elliott / @bobeunlimited : Fed/FDIC decisions on SVB determine whether they r...

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This is why this situation with SVB is way more important than “some tech bros getting hit.” The risk of a run on thousands of small banks makes this a main street problem.
2023-03-12 View on X
Bloomberg

As the “Bank of Startups”, Silicon Valley Bank collapsed from its exposure to interest-rate risk, a lack of diversity among depositors, and VC herd mentality

an unsecured illiquid claim on a failed bank. Absent @jpmorgan @citi or... https://twitter.com/... Bob Elliott / @bobeunlimited : Fed/FDIC decisions on SVB determine whether they r...

View original
2023-03-10
Despite this picture some of the biggest venture institutions in the world - big household names - are emailing all their clients saying they need to pull their money out of SVB now.
2023-03-10 View on X
Financial Times

Silicon Valley Bank launches a $2.25B share sale after losing ~$1.8B on its ~$21B of US Treasuries and mortgage-backed securities

Technology-focused lender suffered loss on $21bn portfolio of Treasuries and mortgage-backed securities  —  Silicon Valley Bank has launched a $2.25bn share sale …

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Despite this picture some of the biggest venture institutions in the world - big household names - are emailing all their clients saying they need to pull their money out of SVB now.
2023-03-10 View on X
The Information

Some VC firms are encouraging their portfolio companies to pull funds out of Silicon Valley Bank while others are advising startups to keep no more than $250K

Silicon Valley Bank CEO Greg Becker on Thursday told top venture capitalists in Silicon Valley to “stay calm” …

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Years ago I led research on the GFC and was way out front suggesting trillions in losses, so I know a little something about crummy banks. Getting panicked calls about the risk of SVB deposit losses, a bank with: 1) 15% tier 1 2) 40% LTV 3) 100% deposit liquidity coverage
2023-03-10 View on X
Financial Times

Silicon Valley Bank launches a $2.25B share sale after losing ~$1.8B on its ~$21B of US Treasuries and mortgage-backed securities

Technology-focused lender suffered loss on $21bn portfolio of Treasuries and mortgage-backed securities  —  Silicon Valley Bank has launched a $2.25bn share sale …

View original
Years ago I led research on the GFC and was way out front suggesting trillions in losses, so I know a little something about crummy banks. Getting panicked calls about the risk of SVB deposit losses, a bank with: 1) 15% tier 1 2) 40% LTV 3) 100% deposit liquidity coverage
2023-03-10 View on X
The Information

Some VC firms are encouraging their portfolio companies to pull funds out of Silicon Valley Bank while others are advising startups to keep no more than $250K

Silicon Valley Bank CEO Greg Becker on Thursday told top venture capitalists in Silicon Valley to “stay calm” …

View original