
Update: The Bull Case for US Financials
Investors who were buying large caps at 2x book value a year ago are now running away from bank stocks just as fundamentals improve...
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Update: The Bull Case for US Financials
Pink Floyd: Inflation & Asset Prices
Update: Blend Labs & loanDepot Inc.
Interview: Scott Olson of Community Home Lenders of America
Interest Rates, FinTechs & MSRs
No End to Conservatorship for Fannie Mae and Freddie Mac
Universal Banks | Morgan Stanley, Goldman Sachs, Charles Schwab, Raymond James & Stifel
The FOMC Embraces Debt Deflation
Update: Guild Mortgage & Block Inc.
Short Collateral & Long Tantrums
Update: Mr. Cooper Group
Questions for Chairman Powell
Should the FOMC Pause Rate Hikes After July?
Interest Rates & Bank Earnings
Dollar Remains World Reserve Currency
Update: Ally Financial (ALLY)
Elon Musk, China & Twitter (TWTR)
Top Five US Banks by Market Performance
Hard Landings & Systemic Crypto
Bank Earnings Setup: JPM, USB, WFC, BAC & Citi