top of page


Does Fifth-Third + Comerica = Value?
So the $200 billion asset Fifth-Third Bank (FITB) is buying $80 billion asset Comerica Incorporated (CMA)? Is this the start of a wave of similar transactions among regional banks? Hopefully not. This deal neither creates great value nor promises significant synergies, but it does make for a bigger regional bank with so-so financial metrics. Essentially FITB is rescuing CMA shareholders.
-
Oct 86 min read


Trump Tariffs Drive Auto Industry Consolidation
If Thomas Edison were alive today, would he tell Elon Musk to make electric cars with batteries?
-
Feb 246 min read


Profile: Comerica Inc.
If the FOMC raises the target rate for fed funds further, then banks like CMA are likely to come under renewed selling pressure.
-
Jun 28, 20237 min read


MEME Stocks & Lithium Batteries
If Henry Ford lived today, would he build electric cars? With lithium batteries?
-
Feb 21, 20226 min read


Interview: Tom Showalter on Perfecting the Lending Process
We speak with a revolutionary in the world of lending, Tom Showalter, Founder and CEO of Candor Technology.
-
Oct 19, 20218 min read
bottom of page







.png)