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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
Nov 115 min read
Q: Is JPMorgan Overinflated?
The banking industry has segmented into a handful of above-average performers and JPM is the largest leader of these "winners"
1,360 views
R. Christopher Whalen
Oct 237 min read
Powell Overshoots the Runway; Update: American Express & Charles Schwab
Last year, when a lot of people were predicting the demise of SCHW, we told our readers to calm down.
705 views
R. Christopher Whalen
Sep 212 min read
Recession? Consumer Lenders: AX, AXP, ALLY, Barclays, COF, SOFI, SYF
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
720 views
R. Christopher Whalen
Jul 115 min read
Earnings Setup: Consumer Lenders | ALLY AXP AX BCS COF SOFI SYF
The first comment to make is that consumer defaults are rising across the board. The only question we need to consider is the rate of change
537 views
R. Christopher Whalen
May 157 min read
The Bull Case for Large Banks
Big banks have big CRE exposures, too. So what drives this marvelous progression up the wall of worry?
563 views
R. Christopher Whalen
Mar 137 min read
Inside the WGA Bank Top 10 Index
So what makes the WGA Bank Top 10 unique? Below we provide some quantitative and qualitative comments on each of the ten best US banks
627 views
R. Christopher Whalen
Feb 214 min read
Does CapitalOne + Discover Financial = Shareholder Value?
Elizabeth Warren and progressives in Congress should support COF's purchase of Discover as a way to compete with monopoly JPMorgan
489 views
R. Christopher Whalen
Jan 306 min read
Good, Bad & Ugly: AXP, SOFI & BAC
AXP is a premium stock that is best acquired when people think, incorrectly, that the world is ending.
855 views
R. Christopher Whalen
Jul 7, 20225 min read
Top Five US Banks by Market Performance
In times of market volatility and suddenly ended delusions of easy money, the prudent path is to fly to quality.
473 views
R. Christopher Whalen
Jun 15, 20225 min read
Update: US Banks Post-QE
Even as the FOMC raises interest rates, we caution our readers to be prepared for disappointment from banks near term
410 views
R. Christopher Whalen
Dec 22, 20219 min read
Update: Block Inc. & Upstart Holdings
Is SQ really, REALLY worth 25x book value? Our respectful answer to that question is no.
332 views
R. Christopher Whalen
Nov 2, 20209 min read
Bank Profiles: Morgan Stanley vs Goldman Sachs
Not all AUM is created equal. Even though GS claims to have twice the AUM of MS, it makes less than half the revenue....
334 views
R. Christopher Whalen
Sep 28, 202011 min read
Bank Profile: Ally Financial Inc
ALLY has all of the required attributes for inclusion in The IRA Bank Dead Pool....
870 views
Christopher Whalen
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