Is Stripe Worth $55 Billion? Really?
CEO Patrick Collison is guiding investors and the media to a $200 million profit in 2023. Selective disclosure??
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The Institutional Risk Analyst
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Banks | Markets | Fintech
Christopher Whalen
R. Christopher Whalen
- Jul 7, 2022
- 5 min
Top Five US Banks by Market Performance
In times of market volatility and suddenly ended delusions of easy money, the prudent path is to fly to quality.
451 views
R. Christopher Whalen
- Dec 22, 2021
- 9 min
Update: Block Inc. & Upstart Holdings
Is SQ really, REALLY worth 25x book value? Our respectful answer to that question is no.
319 views
R. Christopher Whalen
- Sep 9, 2021
- 6 min
The IRA Top Ten Financials
Which US financial will best weather the coming equity market correction?
383 views
R. Christopher Whalen
- Aug 27, 2021
- 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?
366 views
R. Christopher Whalen
- Jul 27, 2021
- 6 min
Anti-Money Laundering, Know Your Customer and the End of Offshore Crypto
Could the tether market and a small, little-known private bank in the Bahamas be the precursor of the next systemic market event in the US?
1,425 views
R. Christopher Whalen
- Jul 15, 2021
- 5 min
Profile: Wise Ltd (LSE:WISE)
WISE is a play on the relentless advance of technology that lowers costs and eventually forces change in the legacy world of banking and pay
375 views
R. Christopher Whalen
- Jun 17, 2021
- 9 min
Upstart Holdings: Victory for AI? Or Not...
While the progress in machine learning is impressive, horsepower in terms of computational capacity does not translate into intelligence.
538 views
R. Christopher Whalen
- Jun 14, 2021
- 5 min
BIS Says "No Thanks" to Bitcoin for Payments
The BIS is essentially saying to the banking industry that bitcoin is not a permitted asset for depositories. Adios bitcoin!
1,562 views
R. Christopher Whalen
- May 21, 2021
- 5 min
Fed Prepares to Go Direct with Liquidity
Why did the Fed feel the need to absorb $351 billion in cash yesterday via reverse repurchase (RRP) transactions?
7,252 views
R. Christopher Whalen
- Apr 22, 2021
- 6 min
Citigroup: Breaking Up is Hard to Do
Citi has drifted through years of government ownership and weak leadership by the board of directors
324 views
R. Christopher Whalen
- Jan 19, 2021
- 6 min
A Tale of Two Frauds: Bitcoin & GSE Shares
Bitcoin and Tether are technologically enabled forms of financial fraud
1,509 views
R. Christopher Whalen
- Jan 10, 2021
- 8 min
Update: Square as a Bank
The evolution of fintech companies into regulated banks has implications for public market valuations...
428 views
R. Christopher Whalen
- Jan 7, 2021
- 5 min
Don't Assume Dollar Market Stability
The assumption of a stable financial and economic transition in the US during 2021 is perhaps the greatest risk facing the global markets.
726 views
R. Christopher Whalen
- Dec 3, 2020
- 4 min
Fed Chairman Jerome Powell Blinks on LIBOR
LIBOR is a price. SOFR is an economists’ wet dream one that lacks actual utility and substance...
928 views
R. Christopher Whalen
- Oct 28, 2020
- 9 min
A Conversation With David Kotok
Next we present "Alien vs Predator" by comparing Goldman Sachs (NYSE:GS) with Morgan Stanley (NYSE:MS)
573 views
R. Christopher Whalen
- Aug 24, 2020
- 4 min
Payments, Money Velocity and Bunk
There are many dimensions to the world of payments, some which are banal other that are vitally important
683 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.
924 views
R. Christopher Whalen
- Apr 30, 2020
- 6 min
Robert Eisenbeis on Narrow Banks
The present primary dealer system is a relic of the past when Treasury securities were paper documents....
608 views
R. Christopher Whalen
- Jan 5, 2020
- 5 min
Is it FinTech or OldTech?
There is nothing really new under the sun when it comes to technology, only new packaging and hype in the world of media and investments.
406 views
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