Mark-to-Market on Bank America; Update on Credit Suisse & Guild Holdings
We recently added Western Alliance (WAL) and GHLD to our portfolio
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Mark-to-Market on Bank America; Update on Credit Suisse & Guild Holdings
Why the FT is Wrong About Ally Financial
Update: Bank of America
AOCI: The Winter of Quantitative Easing
Update: U.S. Bank vs. Bank OZK; Q3 2022 Earnings Setup
Large Banks: QT Winners & Losers
Update: The Bull Case for US Financials
Interest Rates & Bank Earnings
Top Five US Banks by Market Performance
Bank Earnings Setup: JPM, USB, WFC, BAC & Citi
Update: US Banks Post-QE
The IRA Bank Book | Outlook Q2 2022
Weak Bank Earnings & Surging Interest Rates = Lower Valuations
Top Five US Banks: USB, JPM, WFC, C & BAC
Profile: Citigroup (C)
Q4 Earnings | Big Banks & QE
Mortgage Crises Yesterday and Today
Zombie Banks, Crypto & MSRs
Bank Earnings Setup: Rebound to 2020
The IRA Bank Book | Q3 2021