R. Christopher WhalenFeb 255 minWGA Releases Top 50 Bank Index | What's in Your ETF? Not all banks or companies are the same and not all follow the herd.
R. Christopher WhalenSep 11, 20233 minBank Industry Review & Survey Q3 2023The US banking industry has seen now two consecutive down quarters for net income caused by the Fed’s massive open market operations
R. Christopher WhalenJun 14, 20235 minUpdate: Banks & FintechsWith inflation fears moderating, look for Buy Side managers to buy bank stocks – even if earnings remain constrained...
R. Christopher WhalenJun 5, 20232 minThe IRA Bank Book | Q2 2023 Industry OutlookHow much of book value do banks lose as the Fed adjusts interest rates to fight inflation?
R. Christopher WhalenJun 1, 20234 minFirst Take on FDIC Bank DataIf we assume that asset returns will continue to rise, but that bank funding costs will rise 5x asset returns, then US banks have a problem