R. Christopher Whalen4 days ago9 minZombie Banks & Budget DeficitsThe fixation with the idea of resolving large zombie banks without public expense is evidence of our collective delusion.
R. Christopher WhalenApr 77 minA Rising Floor on Interest Rates? | Update: Bank OZK Only in the strange confines of Washington do you still find people who think that the federal budget deficit is not a problem.
R. Christopher WhalenApr 14 minBig Banks Good, Small Banks BadBased upon the three-month returns through the end of Q1 2024, NYCB ranked at the bottom of the 108 public banks in Peer Group 1.
R. Christopher WhalenMar 197 minTop-Five Banks: Q1 '24 Earnings SetupWe see higher credit costs, narrowing NIM and still rising funding costs squeezing the banking industry in Q1 2024...
R. Christopher WhalenMar 187 minMnuchin Brings More Questions Than Answers at NYCBIf Mr. Otting et al do try to execute a community bank redux in the New York market, then we'd be inclined to exit the stock.