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The Institutional Risk Analyst
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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
Interview: Lee Smith, Flagstar Bank
We expect to see a lot more M&A activity over the next 12 – 18 months, as that’s the only way for some players to grow share.
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Aug 23, 20217 min read
Q2 2021 Bank Earnings Setup | GS, JPM, FRC | NIM Lower for Longer
Cheap liquidity c/o the FOMC does little for bank earnings when asset returns are also falling
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Jul 12, 20213 min read
Forbearance, Shrinking NIM & Prepayments Menace US Financials
Simply stated, US banks are twice as expensive as they were a year ago looking at earnings and assets....
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Apr 12, 20216 min read
Profile: Bank of America
We think that a strong case can be made that to enhance shareholder value, Moynihan and the BAC board ought to spin-off Merrill Lynch...
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Jan 4, 202110 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
Goldman Sachs & the Volcker Rule
Goldman Sachs & the Volcker Rule
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Sep 11, 20176 min read
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