Payments, Money Velocity and Bunk
There are many dimensions to the world of payments, some which are banal other that are vitally important
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The Institutional Risk Analyst
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Banks | Markets | Fintech
Christopher Whalen
R. Christopher Whalen
- Aug 21, 2020
- 4 min
LIBOR is Dead. Long Live SOFR! Really?
Why not simply fix the existing LIBOR? Well, that would require the folks at the Fed and other central banks to admit that they were wrong
1,493 views
R. Christopher Whalen
- Aug 17, 2020
- 7 min
Q-3 2020 Bank/Mortgage Earnings Preview
We expect to see lending volumes slow somewhat for the balance of 2020
460 views
R. Christopher Whalen
- Aug 11, 2020
- 5 min
Risk & Return in the Age of Misgovernance
Falling US consumer spending is an ominous sign
637 views
R. Christopher Whalen
- Aug 4, 2020
- 5 min
Fed Blames Non-banks for Systemic Volatility
March was a classic systemic event characterized by a sudden onset informational asymmetry.
814 views
R. Christopher Whalen
- Jul 27, 2020
- 6 min
Farewell to Modern Monetary Theory
Then things like #QE and #MMT will fade into memory as we embrace the reality of no longer being special...
1,692 views1 comment
R. Christopher Whalen
- Jul 27, 2020
- 14 min
Bank Profile: The Goldman Sachs Group
GS is the smallest of the global investment banks but the most highly levered of the large US banking groups
301 views
R. Christopher Whalen
- Jul 20, 2020
- 5 min
Forward Bank Earnings & Loss Rates
Nobody in the industry yet knows what will happen with corporate exposures as the year grinds to a conclusion
613 views
R. Christopher Whalen
- Jul 12, 2020
- 7 min
Banks: Value Tease or Value Trap?
The Street wants to own these bank stocks, plain and simple....
884 views
R. Christopher Whalen
- Jul 7, 2020
- 6 min
COVID19: Picking Winners & Losers
The summer of 2020 is all about picking winners and losers in the COVID19 lottery
685 views
R. Christopher Whalen
- Jun 29, 2020
- 5 min
Chairman Powell Pirouettes on Bank Dividends
many years will pass before investors see such cash returns on capital again
671 views
R. Christopher Whalen
- Jun 22, 2020
- 3 min
Bank Earnings Q2 2020: "Dread Man, Truly Dread"
Q2 2020 bank earnings will be "dread man, truly dread"...
719 views
R. Christopher Whalen
- Jun 18, 2020
- 6 min
Powell Missteps on Corporate Bond Purchases
This situation creates political risk for Chairman Powell and the Federal Reserve System...
1,192 views
R. Christopher Whalen
- Jun 15, 2020
- 6 min
Quicken Loans Rides Low Rates to IPO
Low interest rates tell us all we need to know about mortgage volumes...
789 views
R. Christopher Whalen
- Jun 7, 2020
- 9 min
Sizing the Commercial Real Estate Bust
So how big is the impending commercial real estate bust in the US?
3,683 views
R. Christopher Whalen
- Jun 5, 2020
- 4 min
Financials Climb the Wall of Worry -- For Now
Look for banks to continue to climb higher as investors cannot help but be impressed by a steepening yield curve.
382 views
R. Christopher Whalen
- Jun 1, 2020
- 5 min
Markets Bounce as Real Economy Staggers
Stick with dread for now. We see a second credit tsunami approaching on the horizon.
620 views
R. Christopher Whalen
- May 28, 2020
- 5 min
Social Distancing = Financial Armageddon for Commercial Real Estate and Big Cities
Just imagine if NYC files bankruptcy before Election Day...
1,063 views
R. Christopher Whalen
- May 18, 2020
- 6 min
Should Banks Stop Paying Dividends? Should Anybody Buy Goldman Sachs?
Rather than asking some bureaucrat in Washington, let’s let the market decide.
922 views
R. Christopher Whalen
- May 14, 2020
- 6 min
Negative Interest Rates and Mortgage Servicing
Numbers define value, enable commerce and compensate for work.
1,011 views
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