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...
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The Institutional Risk Analyst
© 2003-2024 | Whalen Global Advisors LLC All Rights Reserved in All Media | ISSN 2692-1812
Banks | Markets | Finance
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%....
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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...
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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...
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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...
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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...
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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...
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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...
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Christopher Whalen
© 2003-2024 | Whalen Global Advisors LLC All Rights Reserved in All Media | ISSN 2692-1812
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