Winners & Losers in the New Gilded Age
Mark Twain called Washington ''the grand old benevolent National Asylum for the Helpless'' in his classic "The Gilded Age."
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The Institutional Risk Analyst
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Banks | Markets | Fintech
Christopher Whalen
R. Christopher Whalen
- May 23, 2022
- 7 min
Equity Market Valuations & Quantitative Tightening
The reduction in the Fed's balance sheet is the largest ever margin call on equity exposures of all descriptions.
977 views
R. Christopher Whalen
- Apr 22, 2022
- 6 min
Update: Western Alliance Bancorp (WAL) and Silvergate Corp (SI)
There are virtually no conventional lenders in the US today that are profitable when the sell a loan into the secondary market.
338 views
R. Christopher Whalen
- Oct 22, 2021
- 5 min
Profile: Western Alliance Bancorp (WAL)
WAL is one the best performing small banks in the US based upon equity market valuations, profits and growth rates
204 views
R. Christopher Whalen
- Oct 19, 2021
- 8 min
Interview: Tom Showalter on Perfecting the Lending Process
We speak with a revolutionary in the world of lending, Tom Showalter, Founder and CEO of Candor Technology.
571 views
R. Christopher Whalen
- Oct 12, 2021
- 6 min
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
R. Christopher Whalen
- Sep 7, 2021
- 5 min
Banks & REITs Fly as Fundamentals Weaken
If we told you that a group of banks and REITs outperformed fintech stocks during the first nine months of 2021, what would you say?
373 views
R. Christopher Whalen
- Jun 3, 2021
- 10 min
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
348 views
R. Christopher Whalen
- Apr 12, 2021
- 6 min
Forbearance, Shrinking NIM & Prepayments Menace US Financials
Simply stated, US banks are twice as expensive as they were a year ago looking at earnings and assets....
834 views
R. Christopher Whalen
- Feb 22, 2021
- 5 min
Western Alliance + AmeriHome = Big Possibilities
We have long advocated the idea of an independent mortgage bank (IMB) combining with a strong regional lender
573 views
R. Christopher Whalen
- Oct 12, 2020
- 7 min
Top Five US Banks: Q3 2020 Earnings Setup
There is a reason why the smart money on Wall Street is creating new strategies focused on non-performing loans...
707 views
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