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The Institutional Risk Analyst
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The Wrap: Inflation Sinks GOP, Citi & BLK Double Down on Private Credit
Meanwhile, Michael Saylor, Executive Chairman of Strategy (MSTR), f/k/a MicroStrategy, stated that the company will "probably sell some Bitcoin" to fund dividends and "inoculate the market," after the firm (now holding hundreds of thousands of coins) faced consecutive quarterly losses. This change marks a stark reversal in Saylor’s public position regarding the value of bitcoin.
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May 225 min read
Is Trump Bullish for Interest Rates? Pump & Dump for GSE and Fintech Stocks
You can tell lies and damn lies about the idea of releasing Fannie and Freddie, but the SEC and FINRA cannot and will not say a word.
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Oct 30, 20246 min read
Will Rohit Chopra Kill Basel III? Shrinking NIM at JPM and WFC
In opposing Basel III, Chopra is doing the bidding of Senator Elizabeth Warren (D-MA) but big banks are very happy to have no rule at all.
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Oct 14, 20245 min read
Jim Rickards: The Treasury Should Buy Gold
The Treasury should begin to buy gold again to demonstrate that the dollar is real.
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Sep 30, 20247 min read
Calculate the WAC of Bank of America
If you believe that the Fed is going to keep interest rates at or above current levels through to 2024, then we have a problem....
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May 29, 20237 min read
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