top of page

The Institutional Risk Analyst

© 2003-2024 | Whalen Global Advisors LLC  All Rights Reserved in All Media |  ISSN 2692-1812 

  • Ford Men on Amazon
  • Twitter
  • LinkedIn
  • Pinterest

Banks, Commercial Real Estate & Credit

May 17, 2023 | Premium Service | Bank stocks have stabilized at low levels over the past week. PacWest (PACW) closing above 0.2x book value is a victory of sorts for the smaller banks, but don't start celebrating just yet. As we noted in our last comment, maintaining the long large banks/short regional banks trade that is currently popular on the Street grows more problematic as market caps fall. Is this the time to buy credit?

Want to read more?

Subscribe to to keep reading this exclusive post.


Recent Posts

See All


bottom of page