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The Institutional Risk Analyst
© 2003-2025 | Whalen Global Advisors LLC All Rights Reserved in All Media | ISSN 2692-1812
Banks | Markets | Finance


Should Treasury Accept Debt for Tax Payments? Bank OZK Update
When President Donald Trump says the Fed should cut interest rates, he is probably right – at least speaking from the perspective of the real estate markets.

R. Christopher Whalen
Apr 287 min read
607 views


Fear & Loathing on Wall Street: GS, MS, AMP, SCHW, RJF, SF
Some of the largest banks by assets have dropped from the top quartile into the bottom half of the distribution for the top 100 banks

R. Christopher Whalen
Apr 88 min read
405 views


Update: BMO + Bank of the West = ?
BMO arguably has the weakest reserve position among the large Canadian banks....

R. Christopher Whalen
Jun 17, 20246 min read
990 views


Faux Bear Raids on OZK and AX? But More Trouble Ahead for CRE Equity
We remind readers that unrealized losses on securities are still a bigger problem for banks than CRE.

R. Christopher Whalen
Jun 7, 20246 min read
634 views


A 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 Whalen
Apr 7, 20247 min read
1,051 views


Commercial Real Estate & Bank OZK
Banks that do not aggressively reprice liabilities and assets as OZK did in Q1 2023 may be left behind.

R. Christopher Whalen
Apr 24, 20236 min read
1,257 views


Update: U.S. Bank vs. Bank OZK; Q3 2022 Earnings Setup
How will this above-peer performer from Little Rock do in a Fed-induced recession that rivals 2008 in terms of market losses?

R. Christopher Whalen
Oct 12, 20227 min read
709 views


The IRA Top Ten Financials
Which US financial will best weather the coming equity market correction?

R. Christopher Whalen
Sep 9, 20216 min read
390 views


The IRA Bank Book Q2 2021: Lower Earnings Ahead
If you back reserve releases out of Q1 2021 bank results, revenues and earnings were down and trend is headed lower due to QE

R. Christopher Whalen
Jun 3, 202110 min read
354 views


Profile: Bank OZK -- It's All About the NIM
Significantly, OZK predicts shrinking CRE loan volumes in 2021....

R. Christopher Whalen
Feb 3, 20216 min read
457 views
Christopher Whalen
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