R. Christopher WhalenNov 115 min readQ: Is JPMorgan Overinflated? The banking industry has segmented into a handful of above-average performers and JPM is the largest leader of these "winners"
R. Christopher WhalenAug 257 min readUniversal Banks: Should TD Buy Schwab & Sell Its US Operation? SCHW needs to take advantage of their strong operating leverage and repair some needless damage done during COVID by inept bank management.
R. Christopher WhalenMay 157 min readThe Bull Case for Large BanksBig banks have big CRE exposures, too. So what drives this marvelous progression up the wall of worry?