Inflation, Banking Crisis, and Shifts in Funding Landscape

It’s not often that we’re going to agree with what Jim Cramer says on CNBC, so soak this in.  The issues we have seen with SVB, Credit Suisse, Signature and even Silvergate are anti-inflationary.  These problems, though each has their own nuance, are likely to increase bank scrutiny on every new loan that is issued.  This should result in decreasing asset values on real estate, venture capital, private equity, real assets, etc.