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Bank Earnings Setup Q4 2023
Look for falling rates sooner rather than later as the Fed and other agencies prepare to resolve more bank failures in 2024.
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Jan 11, 20245 min read


Bank Earnings Takeaways -- JPM, WFC and Citi
Bank earnings can be best described as cautiously mediocre, but as usual the Street proclaimed that three banks "beat the estimates"
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Oct 15, 20237 min read


Michael Barr's Capital Proposal Deliberately Misses the Point
The sad fact is that even with another 2% capital, most US banks are arguably insolvent thanks to the Fed “going big.”
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Jul 11, 20234 min read
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