R. Christopher WhalenOct 5, 202011 minThe Bear Case for Mortgage LendersThis week we make the bear case for the housing sector as several more large mortgage issuers announce IPOs....
R. Christopher WhalenSep 28, 202011 minBank Profile: Ally Financial IncALLY has all of the required attributes for inclusion in The IRA Bank Dead Pool....
R. Christopher WhalenSep 24, 20204 minAsset Inflation Soars as Deflation PersistsThe deflationary impact of COVID continues to ripple through the global financial system.
R. Christopher WhalenSep 22, 202012 minBank Profile: CitigroupIn November 2019 we published a negative risk profile for Citigroup Inc (NYSE:C). We reaffirm the negative risk profile...
R. Christopher WhalenSep 14, 20204 minFinancial Repression and Inflation TargetsNo matter who wins the presidential election in November, have no doubt that Chairman Powell is the most important man in town...