R. Christopher WhalenJun 29, 20205 minChairman Powell Pirouettes on Bank Dividendsmany years will pass before investors see such cash returns on capital again
R. Christopher WhalenJun 18, 20206 minPowell Missteps on Corporate Bond PurchasesThis situation creates political risk for Chairman Powell and the Federal Reserve System...
R. Christopher WhalenJun 7, 20209 minSizing the Commercial Real Estate BustSo how big is the impending commercial real estate bust in the US?
R. Christopher WhalenJun 5, 20204 minFinancials Climb the Wall of Worry -- For NowLook for banks to continue to climb higher as investors cannot help but be impressed by a steepening yield curve.
R. Christopher WhalenJun 1, 20205 minMarkets Bounce as Real Economy StaggersStick with dread for now. We see a second credit tsunami approaching on the horizon.