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January: Mike Bell Can Make Us Money / An Interview with FINW CEO
Also - overlooked bank catalysts, PFBX, CFBK revisit, ranking the capital raises, Lessons from a strange Japanese bank
Dec 30, 2024
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Sam Haskell
12
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January: Mike Bell Can Make Us Money / An Interview with FINW CEO
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6
November 2024
December: You Don't Have to Pick the Perfect Merger Target to Win
CEO Retirements at OZK and NBN, CFBK a target?, NYC multifamily is holding up; Mythbusting at Customers Bank (CUBI), Versa (VBNK), why are Marshall…
Nov 27, 2024
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Sam Haskell
17
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December: You Don't Have to Pick the Perfect Merger Target to Win
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November: A 13% Day for Banks and What's Next
It's not taking 3 months for the market to price Trump in this time. The Most Interesting Bank in the World, Merchants of Indiana (MBIN), Arbor's…
Nov 7, 2024
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Sam Haskell
11
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November: A 13% Day for Banks and What's Next
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5
October 2024
Coastal's Moonshot
5 Points’ schedule change, Loan growth, the liberal bank teaches the conservative bank, Florida insurerance,
Oct 20, 2024
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Sam Haskell
15
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Coastal's Moonshot
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12
October: Why does Esquire print money? Why can't Ponce do the same?
The new FDIC merger policy and best practices for banks to evolve alongside, the Northern Virginia banks, credit union acquirers in New York, the bad…
Oct 3, 2024
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Sam Haskell
17
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October: Why does Esquire print money? Why can't Ponce do the same?
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2
September 2024
Mid September: An end to bad bank regulation?
Why Axos has outperformed 2000%; why humans can beat machines in bank investing; the bank / private credit opportunity as practiced by Newtek; Avoid the…
Sep 16, 2024
•
Sam Haskell
13
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Mid September: An end to bad bank regulation?
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2
September: The Fidelity Conversion and Other Oddities
Rick Wayne: capital management maestro; Blue Ridge (BRBS) tangible book value, Park National's itch to acquire; my Catalyst (CLST) mistake
Sep 3, 2024
•
Sam Haskell
14
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September: The Fidelity Conversion and Other Oddities
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11
August 2024
Mid August: Key's Disease
The Key to misery, Dilution affairs, CARE upside, Would SFBC sell? Webster's insight
Aug 16, 2024
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Sam Haskell
11
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Mid August: Key's Disease
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2
Quick Note: Banks Getting Get Out of Jail Free Cards
And other banks looking to "make a killing"
Aug 6, 2024
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Sam Haskell
8
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Quick Note: Banks Getting Get Out of Jail Free Cards
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July 2024
August: The Trade Created from Rotation into Banks
Banks are not necessarily "overbought". A look at Bayfirst's (BAFN) incentives for independence. Does FFBB have further to go? Farmers and Merchants…
Jul 29, 2024
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Sam Haskell
13
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August: The Trade Created from Rotation into Banks
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1
Mid July: Inflection Point Thinking
Cheap rally candidates, Why large banks rallied, The housing market, FFWM, "Great" Ajax
Jul 15, 2024
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Sam Haskell
12
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Mid July: Inflection Point Thinking
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4
June 2024
July: Credit Blowups are Already Here
Evolve fallout review, Credit risk transfers, Newtek and the bank risk horizon, Homestreet's merger, what banks looked like in 2007.
Jun 27, 2024
•
Sam Haskell
15
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July: Credit Blowups are Already Here
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3
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