The Institutional Risk Analyst

Like 2023 and 2024, the year 2025 may end up being relatively stable, yet investors remain worried about stealth externalities.

If Thomas Edison were alive today, would he tell Elon Musk to make electric cars with batteries?

And just why do financial firms like HOOD, SoFi Technologies (SOFI) and Block (XYZ) talk about EBITDA in their investor materials?

The real threat of tariffs announced by Trump is not inflation, but rather a LT decline in the dollar as the global reserve currency

We think it is notable that AMP has underperformed the other members of the group other than SCHW over the past year.

Like many names in the fintech space, growing profits and earnings are usually an indication that a stock is exiting max upside period

Private equity portfolio companies are about 10 times as likely to go bankrupt as non-PE-owned companies.

Yes, net loss rates in percentage terms post default are back up to 2010 levels, but the dollar volume of net charge-offs remains very low.

As and when GS can exit the loss leading credit card relationship with AAPL, the performance of the business should improve significantly.

Our bet is that the Bessent "3-3-3" plan likewise will be a failure and that the Fed will be forced to restart QE sooner rather than later

Notice that SQ co-founder Jack Dorsey styles himself as "block head" in the corp roster, a silly affectation that does not help the stock

The changes that are going to occur in Washington over the next four years will be dramatically different than during Trump I.

NYCB and the unsold rent-stabilized assets left over from the failure of SBNY are two little surprises waiting for the next POTUS.

Last year, when a lot of people were predicting the demise of SCHW, we told our readers to calm down.

Whenever you hear the magic words "blockchain" and "digital tokens," it's a good guess that whatever follows is nonsense.

If you believe that there is no recession coming in 2025, what is the logical response from an informed investment professional?

How will the sudden shift in Fed policy impact financials? Are we headed for a recession?

Axos continues to rebound after the bear raid by Hindenburg Research. AX ranked 18th in the WGA Bank Top Index in Q3 2024 vs 98th for SOFI

SCHW needs to take advantage of their strong operating leverage and repair some needless damage done during COVID by inept bank management.

In dollar terms, the moves in 2023 were tiny vs the post March rally in 2020.