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Softbank is fully in the Tyson Zone:

"The tactics included planting negative news stories about them, concocting a shareholder campaign to pressure SoftBank to fire them and even attempting to lure one of them into a “honey trap” of sexual blackmail"

wsj.com/articles/softb…
Interesting timing on the WSJ being able to fill in some details on this story
wsj.com/articles/ellio…
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modest proposal
@modestproposal1
This is the most insulting invitation I have ever gotten, especially considering the source
“UBS cordially invites you to what’s going on in super senior structured products for non credit investors”
“Lehman Brothers invites you to what’s going on in repo markets for non credit people”
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modest proposal
@modestproposal1
After today, Empirical's valuation spreads are now at levels only hit during the GFC and bear market of 1974. And the speed of widening, 2 standard deviations in 6 weeks, is unprecedented.
The other measure of theirs I pay close attention to is rolling daily correlations. After today, will be at levels only equaled by 87 crash, GFC and Aug 11.
So it wasn't just my moron math that said the price action is similar to 08. Actual quants agree.
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modest proposal
@modestproposal1
14 days since Feb 20:

S&P 600 (small caps) is down 25%
S&P 400 (midcaps) is down 24% YTD
Equal Weighted S&P 500 is down 21%

By quick check, during the worst 14 day stretch of Sep/Oct 2008, 9/20-10/9:

Smallcap -31%
Midcap -32%
Eq Wt SPX -30%
There isn't the existential threat of banking collapse, but I remember the GFC and I can look at the numbers, and see we are approaching that level of vol and drawdowns in a finite period.

The difference with the GFC is 1) existential banking collapse 2) how long it persisted
Don't @ me with but the S&P is just back to last August or whatever dumb shit. I have a Bloomberg, I can see. What I'm saying is for the median stock, so basically excluding mega tech, the current price action is nearly analogous to that period.
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