US Bank Sector Stress – Old Fashioned Risks and a Regulatory Loophole Meet the Digital Age
US bank system strains reflects heightened interest rate risk, exacerbated by uninsured and concentrated deposits at a time of sharply rising...
601 Views
US Banks – Modified Loans Marginal, For Some
Declining modified loans is key in the US. The rate of decline is especially dramatic in TX, especially compared to banks in NY. Perhaps the...
140 Views
US Banks – Funding Cost Change Now More than Half of Interest Income Change
Many associate rising interest rates with an environment where banks make huge amounts of core income, e.g. net interest income. Where rising rates...
341 Views
Case-Shiller Property Indices Hugely Misleading...and Different from Stocks (LT Invst Windows Tight)
This topic has nagged me for some time. Two months ago when the Case-Shiller Home Price Index “made a new high” and after new highs again this...
941 Views
'America First' Agenda Remains Contradictory, Vietnam Trip Notes…
Wall Street has projected its wildest fantasies onto the largely blank canvas Trump provided, but this is politics reinvented as performance...
988 Views