New & Old Names in Nonbank Finance
In dollar terms, the moves in 2023 were tiny vs the post March rally in 2020.
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The Institutional Risk Analyst
© 2003-2024 | Whalen Global Advisors LLC All Rights Reserved in All Media | ISSN 2692-1812
Banks | Markets | Finance
R. Christopher Whalen
May 15 min read
Then Old Media Became Redunzl
When will Disney decide to sell some or all of its streaming operations to keep the lights on at its theme parks?
538 views
R. Christopher Whalen
Feb 87 min read
Fear & Loathing in Credit; Update: PayPal Holdings
We think that the whole banking industry could be driven into multiple periods of loss as they divert income to loss provisions.
910 views
R. Christopher Whalen
Jan 298 min read
EVs Wane, Fintech Sputters & COF Dumps Commercial Mortgages
Now let’s take a look at how some members of the banking and fintech sector are doing in the first month of 2024.
806 views
R. Christopher Whalen
Dec 31, 20237 min read
End of Fintech? Biden GSE Release?
Is AFRM maturing from a hot new fintech entrant to a familiar face headed for a bank license?? Yikes.
1,516 views
R. Christopher Whalen
Dec 15, 20237 min read
Rates Rally Financials, But Credit Fears Remain
The key term for risk managers and investors in 2024 remains unchanged from this year: Volatility.
483 views
R. Christopher Whalen
Nov 29, 20236 min read
Update: Flying Fintechs & Zombie Banks
COIN has been helped by a groundswell of positive comment about crypto in 2023...
660 views
R. Christopher Whalen
Oct 26, 20239 min read
Interest Rates, Fintech & MSRs
Regulatory skepticism about mortgage assets could effect financing rates for lenders, which means higher mortgage rates for consumers.
528 views
R. Christopher Whalen
Sep 7, 20235 min read
Markets Affirm the Unbearable Lightness of Fintech
When you are in a big crowd, nothing else matters.
627 views
R. Christopher Whalen
Apr 24, 20236 min read
Commercial Real Estate & Bank OZK
Banks that do not aggressively reprice liabilities and assets as OZK did in Q1 2023 may be left behind.
1,237 views
R. Christopher Whalen
Feb 21, 20236 min read
Is Stripe Worth $55 Billion? Really?
CEO Patrick Collison is guiding investors and the media to a $200 million profit in 2023. Selective disclosure??
559 views
R. Christopher Whalen
Nov 25, 20229 min read
Crypto Crash Signal End of Fintech?
Despite all the hyperbole, the great crypto fraud was a small game, like the party poker that many crypto enthusiasts share in common
358 views
R. Christopher Whalen
Oct 6, 20226 min read
Nonbank Lenders: The Dead Pool
With the Fed doubling down on rate increases, the pressure on all manner of nonbank finance companies and fintech platforms is growing.
645 views
Christopher Whalen
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