Sitemap - 2024 - 5 Points
January: Mike Bell Can Make Us Money / An Interview with FINW CEO
December: You Don't Have to Pick the Perfect Merger Target to Win
November: A 13% Day for Banks and What's Next
October: Why does Esquire print money? Why can't Ponce do the same?
Mid September: An end to bad bank regulation?
September: The Fidelity Conversion and Other Oddities
Quick Note: Banks Getting Get Out of Jail Free Cards
August: The Trade Created from Rotation into Banks
Mid July: Inflection Point Thinking
July: Credit Blowups are Already Here
May: Why Does NU Trade at 8x book?
Mid April: A Tour of Higher Rates Jail
April: With Banks, Private Equity are Our Friends
Mid March: The Rarity of the "Isolated Credit Issue"
March: Why Capital One is Doing This
Mid February: The Regional Bank Existential Question
Addendum to Friday's Note: Answering The NYCB Questions
February: Bank investing and the election