5 Points
5 Points: How vulnerable are financials? The bank stock police, the PNBK / American Challenger story / Neobank troubles, innovation update
5 Points: The Stablecoin Change; The Golden Age of Bank Innovation, Bank Shareholder Donation Hall of Fame, Find your Sri, Are Neobanks valuable?
The Home Bancshares Miracle, The math lending at prime, Lottery ticket searching in proxies, Banking / crypto overlap; deposits have value?
5 Points: 1) How to get 3x book for your bank...or 0.8x. 2) Software developers replacing branches 3) Conference impressions - tough sledding ahead 4) Capex confusion 5) Loan growth is here!
Varo is amazing; Credit unions' alternative universe; the growing challenger bank ecosystem; the appeal of insurance underwriters; the (options) market
Square's bank offering shows why banks must differentiate; kudos to First Northwest (FNWB). Eco is a new kind of bank; unlearning valuable lessons; where to find loans
5 Points: A bit more on decentralized finance; mortgage market; Mergers; Can you build a company around buy now pay later? 2Q earnings
Insights on Banking, Finance, and Financial Technology
