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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


WGA Bank Top 10 Index | Time to Short Financials?
When SCHW surpassed U.S. Bancorp in size in 2021, you knew that SCHW’s leadership had gotten lost.Â
R. Christopher Whalen
Dec 9, 20249 min read
478 views

Financials: Post-Trump Victory Notes
The changes that are going to occur in Washington over the next four years will be dramatically different than during Trump I.
R. Christopher Whalen
Nov 6, 20245 min read
1,105 views

Fed Duration Trap Threatens Banks, SOMA
It’s time for the Fed to get smart on duration risk before circumstances create another money market crisis.Â
R. Christopher Whalen
Nov 1, 20248 min read
1,094 views

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
R. Christopher Whalen
Mar 13, 20247 min read
631 views

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
R. Christopher Whalen
Feb 21, 20244 min read
489 views

Update: Banks & Fintechs
With inflation fears moderating, look for Buy Side managers to buy bank stocks – even if earnings remain constrained...
R. Christopher Whalen
Jun 14, 20235 min read
784 views


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.
R. Christopher Whalen
Jul 7, 20225 min read
474 views


The IRA Top Ten Financials
Which US financial will best weather the coming equity market correction?
R. Christopher Whalen
Sep 9, 20216 min read
390 views
Christopher Whalen
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