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The Institutional Risk Analyst
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Banks: Value Tease or Value Trap?
The Street wants to own these bank stocks, plain and simple....
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Jul 12, 20207 min read
COVID19: Picking Winners & Losers
The summer of 2020 is all about picking winners and losers in the COVID19 lottery
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Jul 7, 20206 min read
Chairman Powell Pirouettes on Bank Dividends
many years will pass before investors see such cash returns on capital again
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Jun 29, 20205 min read
Powell Missteps on Corporate Bond Purchases
This situation creates political risk for Chairman Powell and the Federal Reserve System...
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Jun 18, 20206 min read
Sizing the Commercial Real Estate Bust
So how big is the impending commercial real estate bust in the US?
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Jun 7, 20209 min read
Financials Climb the Wall of Worry -- For Now
Look for banks to continue to climb higher as investors cannot help but be impressed by a steepening yield curve.
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Jun 5, 20204 min read
Markets Bounce as Real Economy Staggers
Stick with dread for now. We see a second credit tsunami approaching on the horizon.
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Jun 1, 20205 min read
Social Distancing = Financial Armageddon for Commercial Real Estate and Big Cities
Just imagine if NYC files bankruptcy before Election Day...
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May 28, 20205 min read
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