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The Institutional Risk Analyst


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.
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May 46 min read


Elizabeth Warren Opposed CapitalOne + Discover? Really?
When Elizabeth Warren and Maxine Waters spoke publicly against the CapitalOne-Discover transaction, they were actually supporting the monopoly position of JPMorgan and other large banks. By opposing CapitalOne-Discover and, indirectly, supporting JPM, Warren, Waters and other progressives are actually hurting low income consumers.
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Apr 206 min read


WGA Bank Top 10 Index | Time to Short Financials?
When SCHW surpassed U.S. Bancorp in size in 2021, you knew that SCHW’s leadership had gotten lost.
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Dec 9, 20249 min read


Financials: Post-Trump Victory Notes
The changes that are going to occur in Washington over the next four years will be dramatically different than during Trump I.
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Nov 6, 20245 min read


Fed Duration Trap Threatens Banks, SOMA
It’s time for the Fed to get smart on duration risk before circumstances create another money market crisis.
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Nov 1, 20248 min read


Inside the WGA Bank Top 10 Index
So what makes the WGA Bank Top 10 unique? Below we provide some quantitative and qualitative comments on each of the ten best US banks
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Mar 13, 20247 min read


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


Update: Banks & Fintechs
With inflation fears moderating, look for Buy Side managers to buy bank stocks – even if earnings remain constrained...
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Jun 14, 20235 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


The IRA Top Ten Financials
Which US financial will best weather the coming equity market correction?
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Sep 9, 20216 min read
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