Be patient with credit; The lazy analyst's guide to 10Q shortcuts; Bond market mentorship; The last of the Florida banks
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The problem with JPM; PBAM and how market structure determine valuation, Pinnacle's flywheel, AOCI doesn't matter; SOFI is a bank and will be treated…
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Hingham's lessons, the mortgage business is historically bad for many but not for a few; if only we could find a seller; margin monsters; is Ally a…
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1) Many banks are cheap, but selection is important. 2) Private lenders are out the risk curve 3) Lewis and Clark, Masters of Understatement. 4…
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4 poorly understood ways that the bond market is changing banking; Preserving capital in a market sell-off
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Bank earnings, Financials benefitting from de-levering, CRE stress math and more...
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Quick looks at some fallen angels. Find banks that people need. Who lends against energy? Can digital banks make it? A word about consumer credit.
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Value in fintech rubble? questionable credits, digital banking, Nasdaq magic, mortgage...
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