R. Christopher WhalenOct 15, 20217 minZombie Banks, Crypto & MSRsFact is, we are all staring at computers or handsets, all of which are connected to the internet.
R. Christopher WhalenOct 12, 20216 minBank Earnings Setup: Rebound to 2020Many of the better managed financials that we track have become sellers of assets rather than buyers in the past several months.
R. Christopher WhalenSep 20, 202111 minThe IRA Bank Book | Q3 2021In the Q3 2021 edition of The IRA Bank Book, we document the slow destruction of US bank asset and equity returns by the FOMC.
R. Christopher WhalenAug 27, 20219 minProfile: PNC v U.S. Bancorp v Truist FinancialU.S. Bancorp, PNC and Truist Financial hold great value creation potential. But which is likely to realize this potential?
R. Christopher WhalenAug 16, 20215 minUpdate: Rocket Companies and United Wholesale MortgageGrowing numbers of investors are burned by mortgage stocks. Big question: Will the industry snap back due to now falling interest rates?