Financials: Post-Trump Victory Notes
The Institutional Risk Analyst
© 2003-2024 | Whalen Global Advisors LLC All Rights Reserved in All Media | ISSN 2692-1812
Banks | Markets | Finance
Fed Duration Trap Threatens Banks, SOMA
Is Trump Bullish for Interest Rates? Pump & Dump for GSE and Fintech Stocks
Housing Finance Outlook; PennyMac, Mr. Cooper & NYCB/Flagstar
Powell Overshoots the Runway; Update: American Express & Charles Schwab
Will BRICS Topple the Dollar?
Update: Citigroup, Bank America and Goldman Sachs
Should TD Bank Rethink US Retail?
Will Rohit Chopra Kill Basel III? Shrinking NIM at JPM and WFC
Hurricanes, Insurance & the Cost of Risk
Citigroup + (Cenlar - Black Knight) = ?
Chairman Powell Jumps the Shark
The Bull Case for Large Banks
Jim Rickards: The Treasury Should Buy Gold
Update: Our Top Five Ideas
GSE Release Under Trump? Post-Rate Cut Margin Calls??
Powell FOMC Goes Big and Political
IRA Bank Book Q3 2024 Industry Survey
WGA Bank Top 100+ | Large Banks Retreat, Small Banks Rise
Powell FOMC Folds on Inflation