The Institutional Risk Analyst

Banks | Markets | Finance

Aug 257 min read

Universal 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.

719 views

Jul 37 min read

Who Leads the Asset Gatherers? | SCHW, MS, GS, AMP, RJF & SF

The larger banks led the way in January and February, but today the top 25 names in terms of total return include many smaller banks.

594 views

Sep 27, 20239 min read

SoftBank as Systemic Event; Update: Charles Schwab & Co

The public behavior and decision-making processes of SoftBank suggest that the organization is in trouble.

1,280 views

Jun 21, 20235 min read

Update: GS, MS, SCHW, RJF & SF

If you agree with our view that the short-selling of the stock was mistaken, then the discount for SCHW is unwarranted.

887 views

Aug 15, 20229 min read

Universal Banks | Morgan Stanley, Goldman Sachs, Charles Schwab, Raymond James & Stifel

Total noncore funding at GS was over $700 billion at the end of Q1 2022 vs $321 billion for MS.

543 views