Good Banks, Bad Banks
In an October 1925, speech in Birmingham, Michigan, Senator James Couzens, the business partner of Henry Ford, sketched out a vision of...
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The Institutional Risk Analyst
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Banks | Markets | Fintech
Christopher Whalen
By: R. Christopher Whalen
- May 3, 2017
- 3 min
Dollar SuperCycle Ends
What do the US residential housing market, the stock market and the dollar all have in common? All of these markets represent bubbles...
3,905 views0 comments
By: R. Christopher Whalen
- Apr 24, 2017
- 7 min
Ocwen, JPMorgan & the Politics of Mortgage Finance
Last week The IRA’s Chris Whalen participated in the Executive Roundtable in San Francisco, hosted by the Morrison Foerster Law firm. We...
1,299 views0 comments
By: R. Christopher Whalen
- Apr 19, 2017
- 4 min
A Tale of Two Banks: Goldman Sachs & Bank America
This week provides an interesting comparison between two “financials,” Bank of America (NYSE: BAC) and Goldman Sachs (NYSE:GS). The...
776 views0 comments
By: R. Christopher Whalen
- Apr 17, 2017
- 4 min
Trump and the Age of Magical Thinking
“Anyone taken as an individual is tolerably sensible and reasonable – as a member of a crowd, he at once becomes a blockhead.” Friederich...
1,369 views0 comments
By: R. Christopher Whalen
- Apr 12, 2017
- 4 min
How Much Lower Will Bank Stocks Fall?
Since the November 2016 election, large cap financials have moved sharply higher, in the case of Bank of America (NYSE:BAC) up almost 60%....
363 views0 comments
By: R. Christopher Whalen
- Apr 9, 2017
- 9 min
For Big Banks, Profits Not Capital is the Issue
This week brings the start of Q1 2017 earnings for many banks, large and small. In order to better inform the subsequent...
871 views0 comments
By: R. Christopher Whalen
- Apr 6, 2017
- 6 min
Q1 '17 Earnings & the Yellen Recession
JPMorgan (NYSE:JPM) boss Jamie Dimon says there’s something wrong with the US economy and he is obviously right. Here’s our short list:...
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By: R. Christopher Whalen
- Apr 3, 2017
- 6 min
The Economics of Content: Michael Whalen
Over the past decade we have periodically talked to our brother Michael Whalen (MW), Emmy award winning composer, film editor, and now...
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By: R. Christopher Whalen
- Mar 31, 2017
- 4 min
Why Does David Einhorn Like Janet Yellen's Auto Bubble?
David Einhorn of Greenlight Capital recently proposed that General Motors (NYSE:GM) divide its common equity into two parts, one that...
366 views0 comments
By: R. Christopher Whalen
- Mar 27, 2017
- 8 min
Citigroup: Canary in the Coal Mine
New York --- Mohamed A. El-Erian’s day job is Chief Economic Adviser at Allianz, but he is also a key indicator – a canary -- for the...
3,178 views0 comments
By: R. Christopher Whalen
- Mar 25, 2017
- 5 min
How the SEC killed Long-Term Capital Management (LTCM)
Below follows an extended soliloquy by my friend and mentor Fred Feldkamp, who was a partner at Foley & Lardner in Detroit, about how the...
355 views0 comments
By: R. Christopher Whalen
- Mar 24, 2017
- 8 min
Good Banks, Bad Banks...
This essay is part of a longer paper on the US banking system that is part of my research for a future book. What makes a bank good or...
410 views0 comments
By: R. Christopher Whalen
- Mar 22, 2017
- 11 min
Who's Afraid of Mortgage Servicing Rights?
The term mortgage servicing right or "MSR" generally describes a party's contractual rights with respect to servicing or controlling the...
2,748 views0 comments
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