Another ‘Big Short’ Investor Weighs in on the Banking Crisis

Exclusively for CNBC Pro Subscribers: SVB Fallout Continues

VIEW IN BROWSER | SUBSCRIBE MY ACCOUNT The SVB Fallout Continues The SVB Fallout Continues 'Big Short' trader Danny Moses warns Silicon Valley Bank collapse will expose more trouble "Big Short" investor Danny Moses, who is known for successfully betting against the housing market before its 2008 implosion, speculates failures are just starting. Moses said the Silicon Valley Bank collapse is exacerbating the economic slowdown despite the government's actions to mitigate the impact.   "You can't assume that the regulators have any idea what they're actually dealing with now considering that they were completely caught off guard... by what just happened at Silicon Valley Bank," the Moses Ventures founder told CNBC's "Fast Money" on Tuesday. "That should make people nervous." READ NOW Subscribe to CNBC Pro to see this Big Short investors' full analysis and breakdown of the financial sector, the fed and the overall market. SEE RECENT NEWS ON THE SILICON VALLEY BANK FALLOUT BELOW: WHERE WE ARE: Michael Burry compares government's bank rescue to J.P. Morgan's stand that reversed Panic of 1907   "The Big Short" investor Michael Burry said regulators' extraordinary action to backstop regional banks should be enough to resolve this crisis and stabilize the financial markets. READ MORE READ NOW Larry Fink says more bank seizures could come, but it's too early to know how widespread crisis is   BlackRock CEO Larry Fink issued a somber warning on the state of the financial markets, saying the banking crisis brought on by the collapse of Silicon Valley Bank could spread, but it was too early to determine. READ MORE READ NOW Mohamed El-Erian says the Fed's credibility is at stake as financial accidents spread   The Federal Reserve failed to slow down its aggressive rate hikes in time, and now as a series of bank crises mount, the central bank's credibility is on the line, said economist Mohamed El-Erian. READ MORE READ NOW NEW OPPORTUNITIES: Ken Griffin's hedge fund Citadel takes a 5% stake in this financial institutionamid banking turmoil   Billionaire investor Ken Griffin's hedge fund Citadel has taken a 5.3% stake in this financial institution amid turbulence in the banking sector after Silicon Valley Bank's collapse, according to a regulatory filing released Monday. READ MORE READ NOW Oakmark's Bill Nygren sees an opportunity in bank stocks amid sector turmoil   Oakmark Select Fund's Bill Nygren said it is a good time to buy bank stocks, as attention shifts away from the failure of Silicon Valley Bank and toward financial names he believes are strong investments.  READ MORE READ NOW Citi upgrades Truist, says investors are wrong to make 'apples and oranges' comparison with SVB   Truist Financial shares can jump after their recent drop, according to Citi. Analyst Keith Horowitz upgraded the bank stock to buy from neutral, saying investors are wrong about the deposit outlook at Truist. READ MORE READ NOW UBS upgrades this regional bank stock that can rally more than 50%   Shares are "too cheap" and can jump 50% from here, according to UBS. Analyst Brody Preston assumed coverage of the stock with a buy rating, saying it's positioned well for a lower interest rate environment because of its deposit mix and fee income. READ MORE READ NOW Credit Suisse upgrades Charles Schwab, says stock has 'overshot to the downside' in Silicon Valley Bank fallout   Charles Schwab shares are attractive following the fallout from Silicon Valley Bank and Signature Bank, according to Credit Suisse. Analyst Bill Katz upgraded the brokerage to outperform from neutral, saying it's time for investors to "take advantage of the sharp share price decline." READ MORE READ NOW As yields fall, some investors are flocking to rate-sensitive technology stocks   A sharp decline in bonds yields is providing much needed relief for big tech stocks that were under pressure in recent weeks. READ MORE READ NOW 'Buy, hold and re-roll' these short-term bonds as banking sector rattles markets, experts say   If the market gyrations and Silicon Valley Bank's failure are rattling your faith in stocks, there are places to look for safety. In fact, investors flocked into Treasurys and gold on Monday after the collapse of Silicon Valley Bank and Signature Bank, and the government's subsequent plan to backstop the banking system. READ MORE READ NOW Become a Pro today for more coverage and background on the SVB banking crisis. JOIN PRO Like getting these emails?  Subscribe to CNBC Pro today and get access to unlimited Pro articles, access to Pro live events, stock tips, and money-making investment ideas. 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