US Banks – The Purge
We have seen periods of high bad loans in the US, sometimes for consumer loans, other times for corporate loans. This time, it can be both at the...
304 Views
QE6 – To Infinity and Beyond
Darkest Hour Ahead: The US is entering its darkest hour with the dumb college kids at spring break being the tipping point for community spread...
356 Views
The Month the World Stood Still (Part II) - The Cost Could Be Less than the Announced Stimulus
With COVID-19 and stimulus packages being in the news day in and day out, here are my two cents on what policy makers need to do to get over this...
465 Views
Toxic Cocktail
Increasing Systemic Risks:Events are moving quickly and the fluidity of this pandemic has created a destructive amount of market volatility,...
308 Views
US Financials: Energy Exposures Mean Boil, Boil, Toil and Trouble
After yesterday's halted trading, US banks could be due a nice bounce today as a risk-on bounce takes shape -if it does at all, or fades.US bank...
359 Views