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The Institutional Risk Analyst
© 2003-2025 | Whalen Global Advisors LLC All Rights Reserved in All Media | ISSN 2692-1812
Banks | Markets | Finance


Schwab Goes for the Big Time; HSBC Joins the Bank Dead Pool
New York | News reports suggest that The Charles Schwab Corporation (SCHW) may acquire TD Ameritrade Holding Corporation (AMTD). SCHW is...
By: R. Christopher Whalen
Nov 25, 20195 min read
863 views


Does Goldman Sachs Discriminate Against Female Borrowers?
New York | Did Goldman Sachs (GS) and Apple Inc. (AAPL) discriminate against women in the provision of credit on the new accounts for the...
By: R. Christopher Whalen
Nov 18, 20194 min read
203 views


Deutsche Bank, GSEs & Systemic Risk
New York | In this issue of The Institutional Risk Analyst, we ponder how the actions or inaction of policy makers can create systemic...
By: R. Christopher Whalen
Jul 1, 20198 min read
1,583 views
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HELOCs and Transformational REPO
New York | We had a great trip last week, participating in Ellie Mae’s (ELLI) Experience 2019 and surveying the rich (and water sodden)...
By: R. Christopher Whalen
Mar 17, 20198 min read
1,091 views
1 comment


Large Cap Financials & Asset Inflation
New York | None other than Warren Buffett of investment fame started off the week complaining to Becky Quick of CNBC that there’s not...
By: R. Christopher Whalen
Feb 26, 20184 min read
763 views
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Goldman Sachs & the Volcker Rule
Austin | Last week we heard optimistic noises coming from some of the top executives in the world of mortgage finance at the...
By: R. Christopher Whalen
Sep 11, 20175 min read
1,025 views
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Christopher Whalen
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