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The Institutional Risk Analyst
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Bank of America: Warren Buffett Sells, Brian Moynihan Waffles
“Moynihan is trying to demonstrate that the business can grow and hedge funds different investors in stock want price appreciation not just dividend. The decision to host the investor day was made long ago - JPM does it every year. Jamie Dimon has taken away the excuses of big banks that they can’t grow.”
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6 hours ago6 min read
The Bull Case for Large Banks
Big banks have big CRE exposures, too. So what drives this marvelous progression up the wall of worry?
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May 15, 20247 min read
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