R. Christopher WhalenJan 10, 20218 minUpdate: Square as a BankThe evolution of fintech companies into regulated banks has implications for public market valuations...
R. Christopher WhalenDec 28, 20208 minOutlook 2021: Financials & Credit MarketsNew issue volumes in all of the major securities asset classes other than Treasury debt are trending lower as 2021 begins....
R. Christopher WhalenNov 2, 20209 minBank Profiles: Morgan Stanley vs Goldman SachsNot all AUM is created equal. Even though GS claims to have twice the AUM of MS, it makes less than half the revenue....
R. Christopher WhalenOct 26, 20207 minHumphrey Hawkins: Inflation & InequalityCongress needs to reconsider the dual-mandate contained in the 1978 Humphrey-Hawkins legislation...
R. Christopher WhalenOct 7, 20205 minNegative Returns are Now in US MortgagesDon’t get distracted by the rising rate song from the Street. We don’t look for short or medium term interest rates to rise in the near term