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The Institutional Risk Analyst
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Banks | Markets | Finance


Post-Trumpian Fintech Bounce: How High? How Long?
At one point last year, HOOD was up several hundred percent, but has given back much of those gains. Yet the leaders of our finance group have outperformed the broad market.

R. Christopher Whalen
6 days ago6 min read
198 views


Housing Finance in the Age of Volatility: GHLD, UWMC, RKT, COOP, JPM
While GHLD provides a lot of good information about their business, the investor disclosure provided by UWMC is a bad joke, especially when you remember that UWMC is the largest nonbank lender in the US. The Q1 2025 press release is just 9 pages in length and lacks some of the most basic financial information available from UWMC’s peers.

R. Christopher Whalen
May 910 min read
240 views


Bank Stocks Down | WGA Bank Top 100 Index: Q2 2025
TD was up about 6% over the past three months, the only name in our test group with a positive three-month market return, of note.

R. Christopher Whalen
May 46 min read
306 views


Logan Riffs on SOMA; XYZ and SYF Say No Recession Yet
Like 2023 and 2024, the year 2025 may end up being relatively stable, yet investors remain worried about stealth externalities.

R. Christopher Whalen
Feb 258 min read
242 views


HOOD: Is the Bloom off the Rose?
And just why do financial firms like HOOD, SoFi Technologies (SOFI)Â and Block (XYZ)Â talk about EBITDA in their investor materials?

R. Christopher Whalen
Feb 134 min read
262 views


SoFi Technology Gets No Respect
Like many names in the fintech space, growing profits and earnings are usually an indication that a stock is exiting max upside period

R. Christopher Whalen
Jan 274 min read
237 views
Christopher Whalen
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