The Institutional Risk Analyst

Banks | Markets | Finance

Oct 19, 202011 min read

Bank Profile: Wells Fargo & Co

In this edition of The Institutional Risk Analyst, we assign a neutral risk rating to Wells Fargo & Co, the fourth largest US bank

325 views

Oct 12, 20207 min read

Top Five US Banks: Q3 2020 Earnings Setup

There is a reason why the smart money on Wall Street is creating new strategies focused on non-performing loans...

733 views

Oct 7, 20205 min read

Negative Returns are Now in US Mortgages

Don’t get distracted by the rising rate song from the Street. We don’t look for short or medium term interest rates to rise in the near term

1,196 views

Oct 5, 202011 min read

The Bear Case for Mortgage Lenders

This week we make the bear case for the housing sector as several more large mortgage issuers announce IPOs....

955 views