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The Institutional Risk Analyst


Zohran Mamdani's NYC Bank Dead Pool
The prospect of Zohran Mamdani becoming Mayor of NYC and the rise of other socialist elements in the Democratic Party means that owners of New York real estate are facing effective expropriation of their property. And the real losers are New York consumers.
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Aug 198 min read


Yellen FSOC Punts on Mortgage Servicers; WGA Bottom 25 Banks
Are there bank bargains down in the cellar waiting to be discovered?
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May 13, 20247 min read


Big Banks Good, Small Banks Bad
Based upon the three-month returns through the end of Q1 2024, NYCB ranked at the bottom of the 108 public banks in Peer Group 1.
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Apr 1, 20244 min read
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