Sitemap - 2025 - 5 Points
January: Fade banks when M&A is delivering weak premiums
December: Figure Outlines the Banking Sector's Emerging Problem
November: How the Private Credit / Bank Dance Plays Out
October: How far do Sofi, Affirm, Dave etc. have to run? Eagle Bank upside math.
September: The Best Banker You've Never Heard of
August: HMST's catalyst; CVNA is a Lender
July: People talking about $2trn of deposits leaving the banking system
April: European Banks are Hot!...Garbage?