Profile: Western Alliance Bancorp (WAL)
WAL is one the best performing small banks in the US based upon equity market valuations, profits and growth rates
The Institutional Risk Analyst
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R. Christopher Whalen
- 3 days ago
- 8 min
Interview: Tom Showalter on Perfecting the Lending Process
We speak with a revolutionary in the world of lending, Tom Showalter, Founder and CEO of Candor Technology.
313 views
R. Christopher Whalen
- 4 days ago
- 8 min
Interview: Stan Middleman on the Outlook for Housing and the Economy
This week we speak with Stan Middleman, founder and CEO of Freedom Mortgage, about the US economy and the outlook for residential mortgages
711 views
R. Christopher Whalen
- Oct 15
- 7 min
Zombie Banks, Crypto & MSRs
Fact is, we are all staring at computers or handsets, all of which are connected to the internet.
565 views
R. Christopher Whalen
- Oct 12
- 6 min
Bank Earnings Setup: Rebound to 2020
Many of the better managed financials that we track have become sellers of assets rather than buyers in the past several months.
249 views
R. Christopher Whalen
- Oct 6
- 5 min
Powell Reappointment Still Likely
Amidst the yelling and screaming of Elizabeth Warren, we suspect that Jay Powell will survive the crisis
379 views
R. Christopher Whalen
- Oct 4
- 7 min
Trade Warrior: Dan Caprio on the EU, China and Global Trade
A nation of 1.5 billion souls is being held hostage by a criminal gang called the Chinese Communist Party.
394 views
R. Christopher Whalen
- Sep 29
- 8 min
Interest Rates & Dilettantes
Home prices are galloping along at double-digit monthly growth rates, the highest levels of increase seen in a century....
424 views
R. Christopher Whalen
- Sep 24
- 5 min
Joe Biden Doubles Down on Housing
After years of FOMC-induced asset price inflation, does the housing market really need more help?
846 views
R. Christopher Whalen
- Sep 20
- 11 min
The IRA Bank Book | Q3 2021
In the Q3 2021 edition of The IRA Bank Book, we document the slow destruction of US bank asset and equity returns by the FOMC.
327 views
R. Christopher Whalen
- Sep 13
- 7 min
Debt Ceilings & Interest Rate Floors
When Treasury market yields trade and stay negative, look for the Federal Reserve Board to come to the rescue of MM funds and banks.
791 views
R. Christopher Whalen
- Sep 9
- 6 min
The IRA Top Ten Financials
Which US financial will best weather the coming equity market correction?
329 views
R. Christopher Whalen
- Sep 7
- 5 min
Banks & REITs Fly as Fundamentals Weaken
If we told you that a group of banks and REITs outperformed fintech stocks during the first nine months of 2021, what would you say?
351 views
R. Christopher Whalen
- Aug 30
- 5 min
Is there Racial Bias in GSE Lending? Ask President Barack Obama
Progressives in and outside of the media are on a mission, to find a problem to solve – even if none actually exists...
422 views
R. Christopher Whalen
- Aug 27
- 9 min
Profile: PNC v U.S. Bancorp v Truist Financial
U.S. Bancorp, PNC and Truist Financial hold great value creation potential. But which is likely to realize this potential?
228 views
R. Christopher Whalen
- Aug 23
- 7 min
Interview: Lee Smith, Flagstar Bank
We expect to see a lot more M&A activity over the next 12 – 18 months, as that’s the only way for some players to grow share.
640 views
R. Christopher Whalen
- Aug 19
- 6 min
Fed Chairman Jay Powell as RobinHood
There is, after all, no free lunch for investors when the Fed is serving the thin meal of Financial Repression
501 views
R. Christopher Whalen
- Aug 16
- 5 min
Update: Rocket Companies and United Wholesale Mortgage
Growing numbers of investors are burned by mortgage stocks. Big question: Will the industry snap back due to now falling interest rates?
375 views
R. Christopher Whalen
- Aug 9
- 5 min
Update: Mr. Cooper & New Residential Investment
The big surge in income and net worth caused by the FOMC last year is rapidly ending. Winter has returned to mortgage land...
504 views
R. Christopher Whalen
- Aug 3
- 5 min
G-30 Liquidity Panic: Standing REPOs and Centralized Clearing
Many of the changes to the US Treasury and REPO markets that were predicted in our comment this past May are coming to fruition.
714 views