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Does CapitalOne + Discover Financial = Shareholder Value?
Elizabeth Warren and progressives in Congress should support COF's purchase of Discover as a way to compete with monopoly JPMorgan
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Feb 21, 20244 min read


Good, Bad & Ugly: AXP, SOFI & BAC
AXP is a premium stock that is best acquired when people think, incorrectly, that the world is ending.
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Jan 30, 20247 min read


Top Five US Banks by Market Performance
In times of market volatility and suddenly ended delusions of easy money, the prudent path is to fly to quality.
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Jul 7, 20225 min read


Update: US Banks Post-QE
Even as the FOMC raises interest rates, we caution our readers to be prepared for disappointment from banks near term
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Jun 15, 20225 min read


Update: Block Inc. & Upstart Holdings
Is SQ really, REALLY worth 25x book value? Our respectful answer to that question is no.
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Dec 22, 20219 min read


Bank Profiles: Morgan Stanley vs Goldman Sachs
Not all AUM is created equal. Even though GS claims to have twice the AUM of MS, it makes less than half the revenue....
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Nov 2, 20209 min read


Bank Profile: Ally Financial Inc
ALLY has all of the required attributes for inclusion in The IRA Bank Dead Pool....
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Sep 28, 202011 min read
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