The Institutional Risk Analyst

Banks | Markets | Fintech

Goldman Drops Restatement; Jamie Dimon Drops the Ball on "Frank"

The Fed’s de facto embrace of inflation encourages misallocation of economic resources on a grand scale....

680 views

Update: Truist, Charles Schwab, U.S. Bancorp & PNC Financial

The largest banks continue to serve as a haven for refugees from crypto fraud schemes and the fintech swoon, but are not cheap

574 views

Bank Earnings Setup: Rebound to 2020

Many of the better managed financials that we track have become sellers of assets rather than buyers in the past several months.

315 views

The IRA Top Ten Financials

Which US financial will best weather the coming equity market correction?

380 views

Profile: PNC v U.S. Bancorp v Truist Financial

U.S. Bancorp, PNC and Truist Financial hold great value creation potential. But which is likely to realize this potential?

346 views

Profile: Bank of America

We think that a strong case can be made that to enhance shareholder value, Moynihan and the BAC board ought to spin-off Merrill Lynch...

464 views

PNC + BBVA USA = Value Creation

By acquiring the $100 billion asset BBVA USA, PNC is doing the Federal Reserve Board and other regulators a favor.

636 views