Tech stocks grabbed the investor spotlight during the Covid pandemic. Many gained so much value theyreached $100 billion or more in market value without any real earnings. Square, a fintech now calledBlock, currently has a market cap of $42 billion. Last year Square peaked at a market cap of $162…
Last August we described large banks as a glass half full. At the time Wells Fargo and J.P. Morgan Chase…
A mantra of portfolio managers is investing in themes supported by more than one factor. The image of a simple…
In a year with a commodity price crisis led by oil, a surprise vote to exit the European Union by…
As the mania around the U.S. presidential election escalates, let’s be realistic. No matter who is the next President, his…
Imagine a United States mostly poor. If the sun rose in the West, would there be a San Francisco Post…
This title is borrowed from a former partner, Arnold Danielson, who wrote a terrific history of modern American banking titled Consolidation…
As interest rate cycles go, it’s been a long one, and a 25 basis point increase is not a clear…
Deposits are the raison d’etre for the banking industry. The business exists to use the liquid savings of the nation…
- « Previous
- 1
- 2
- 3
- Next »