Messages
3/31/2023
16 : 25
The Secret Diary of a Bank Analyst
Plus: Silicon Valley Bank, Money-Go-Round, Liquidity Coverage Ratios
3/24/2023
17 : 4
The Demise of Credit Suisse
Plus! UBS: The Deal of the Decade?
3/17/2023
17 : 4
Contagion
Plus: Credit Suisse, Charles Schwab, First Republic Bank
3/10/2023
18 : 14
The Demise of Silicon Valley Bank
The Rapid Collapse of the 16th Largest Bank in America
3/3/2023
14 : 54
Goldman and More
Goldman Sachs, Silvergate Capital, Revolut, Klarna
2/24/2023
17 : 24
Striped Down
Let's talk about Stripe
2/17/2023
17 : 14
Worldpay Reborn
Plus: Commerzbank, Hargreaves Lansdown, Podcast
2/10/2023
17 : 44
Boutique Wars
Plus: Short-Selling, Tether, Credit Suisse
2/3/2023
18 : 4
The Art of Short Selling
Plus: Deutsche Bank, Custodia Bank, Late Fees
1/27/2023
17 : 14
Growing Visa
Plus: Charles Schwab, Equity Research, Railsr
1/20/2023
17 : 24
Broker Rivalry
Plus: Discount Window, Play the Music, Japanese Banks
1/20/2023
4 : 54
The Bank that Never Sold
Plus: Net Interest Margins, Frank, BlackRock
1/6/2023
17 : 44
Insuring the Unknown
Plus: Blackstone, Crypto Banks, Citadel Securities
12/9/2022
18 : 14
Generation Rent
Plus: Trafigura, Sberbank, FlatexDEGIRO
12/2/2022
17 : 34
The New Conglomerates
Plus: S&P Global, Financial Services Comp, Blackstone
11/25/2022
17 : 24
Printing Money and More
Printing Money, Equity Research, Petershill, Credit Suisse
11/18/2022
17 : 34
Circle of Trust
Plus: Norinchukin, Jefferies, Ergodicity
11/11/2022
17 : 14
The Latest Domino to Fall
Plus: Sculptor Capital Management, Goldman Sachs, Retail Trading
11/4/2022
17 : 24
Freeing the Scapegoat
Plus: Golden Age of Banking, Apollo, PayPal
10/28/2022
18 : 34
Back to the Future
The Revival of Credit Suisse First Boston