DOH! Do-Over on $100B Bank Spreadsheets

(now available for download in original form)

Mea culpa.

In connection with my latest video, "Deep Diving the Fed's Killer Whale Crisis," my most recent substack post before this one offered the spreadsheet featured in the video to all takers. Trouble was, I granted the Whole Wide World the ability to edit the spreadsheet online (via google drive), an offer that the Whole Wild World gleefully accepted and leveraged with wild abandon.

I didn’t know these edits were going on. However, on a very solid hunch (thank you, subscribers, for emailing me a heads-up) that I'd screwed up, I checked the spreadsheet on google drive last night, and I couldn't even recognize my baby—my precious spreadsheet baby, which is really the tip of an iceberg representing weeks’ worth of work. In all honesty, my baby--though precious to me--really wasn't all that much to look at or navigate to begin with. But what I saw last night was downright horrifying.

So here, in this post, is my do-over, with the fresh new (and uneditable, at least online) spreadsheets.

I say spreadsheets, plural, because the real, working spreadsheet isn't fit for video format; so I used that original working spreadsheet to generate a prettier version for video production that's been denuded of the secret sauce of the original, i.e., it doesn't have any formulas but it looks nice on screen.

The pretty, cinematic but largely useless spreadsheet is called "Deep Diving the Feds Killer Whale Crisis," the working spreadsheet is called "Are these banks safe 4Q2022."

The hero of this do-over is Catherine Austin Fitts, who's hosting the spreadsheets at solari.com, which are now available for downloading, not editing. Very important, that last bit....

Catherine tried to save me from my own foolishness (read: putting valuable stuff like my precious spreadsheet onto google drive), but it was too late; the substack post was already up, and it was open season on the spreadsheet, which has been mangled beyond recognition over at google drive.

For those of you who don't know, I co-host and co-produce a weekly video podcast, "Money & Markets," with Catherine that is available at her site. There is a ton of content there that's free and publicly available; however, the full versions of our "Money and Markets" podcast, which typically runs 90-120 minutes, is available only via paid subscription.

The spreadsheets are on the free and publicly available part of the site. Thank you, Catherine!

With no further adieu, here are the spreadsheets, which are available for downloading in both Excel and Apple Numbers format.

• working spreasheet (Excel)

• working spreadsheet (Numbers)

• video spreadsheet (Excel)

• video spreadsheet (Numbers)