5 Points August

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 like one;

Good afternoon,

As a reminder, we should clarify that “5 Points” is published as a service to our clients and prospects, and our best ideas might trade 2,000 shares a day. As a result, and because of…