The Institutional Risk Analyst

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

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

The SVB duration management from 2020 onward was recklessly negligent by any reasonable standard

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

When SCHW surpassed U.S. Bancorp in size in 2021, you knew that SCHW’s leadership had gotten lost. 

The banking industry has segmented into a handful of above-average performers and JPM is the largest leader of these "winners"

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

Big banks have big CRE exposures, too. So what drives this marvelous progression up the wall of worry?