Ategra Blog

A Four-Legged Stool

A mantra of portfolio managers is investing in themes supported by more than one factor. The image of a simple…

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Large Banks – A Glass Half Full

In a year with a commodity price crisis led by oil, a surprise vote to exit the European Union by…

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And Then There Were Two

As the mania around the U.S. presidential election escalates, let’s be realistic. No matter who is the next President, his…

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Pain in the Deposit

Imagine a United States mostly poor.  If the sun rose in the West, would there be a San Francisco Post…

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Trouble in the Oil Patch

This title is borrowed from a former partner, Arnold Danielson, who wrote a terrific history of modern American banking titled Consolidation…

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2016 Outlook

As interest rate cycles go, it’s been a long one, and a 25 basis point increase is not a clear…

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Deposit Wars

Deposits are the raison d’etre for the banking industry.  The business exists to use the liquid savings of the nation…

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Federal Reserve to Please No One

In the Washington area, we live in a fairy land.  The credit crisis spawned a massive increase in government expenditure. …

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