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August: Crime Scene Investigation: the CCB and GBFH plunges
6 Questions with FFBB CEO Miller, IBKR understands deposit tech, Slide's (SLDE) slippery slope, Skyline's (SLBK) marshmallow test.
Jul 31
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Sam Haskell
19
1
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July: Fintech's Most Important Recent Innovation
The deposit insurance solution is here. BCBP's recap; Banks are better than you think, Do you know Hyperliquid?, How to Make Money the DAVE way…
Jul 1
•
Sam Haskell
22
3
1
Lessons from Ready Cap’s 90% haircut
Time for Inbank (INBC) to move out, DCF for First Northwest (FNWB), North Carolina banking paradise; forced selling at CLBK; Column and Cross River are…
May 28
•
Sam Haskell
23
9
1
May: Western Alliance is the Best Bank. Western Alliance is the Worst Bank
BAFN was what we thought it was; What makes a 20% IRR fund? FNWB is finding its footing at 60% of tangible; Puerto Rico, Make Jonah Marcus a director
May 1
•
Sam Haskell
43
4
2
April: 6% Savings Accounts, 10% Cashback Credit Cards and Banks' Evolution
Wartime portfolio management; the rule of thumb for private credit and BDCs, Embedded Exchanges: TFIN, ARX, FIGR. UBAB's CDFI boomerang. TFIN Born…
Mar 31
•
Sam Haskell
31
3
Please note - 5 Points is not launching any services
This post is to let you know scammers are impersonating me, and will probably continue to for a while.
Mar 22
•
Sam Haskell
1
Fact vs Fiction in the latest Bank Selloff
Don't sleep on multi-strat leverage; Pain in the BaaS at TBBK and CCB, LendingClub and the 5 Points scorecard; AI in financials, Bank7 could be a 10;
Mar 2
•
Sam Haskell
32
9
4
February: Copper in the Financial Sector?
How AMBZ won, Hamilton Group's (HG) advantage, Old Glory Bank (DAAQ), LendingClub's (LC) earnings leap
Jan 26
•
Sam Haskell
19
10
3
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