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Bank Macro Update & 5 Trends to Know About
Trend #1 ...
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3 Lessons for CEO's Allocating Capital
From an obscure Finnish Banker who mastered the art and the science of growing shareholder value.
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Biggest Banks Update: New Relative Growth Rankings, Current ROTCE Scatter, & Some Go Forward Picks
Premium Member Deep Dive
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Bank Capital Allocation: Explaining Buybacks
A Simple Explanation of Repurchasing Shares and How Price, Valuation, & Earnings Growth Shape the Equation
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1
On Gratitude ...
With Thanksgiving right around the corner and Jameis Winston inspiring me, this gratitude post just felt right.
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State of the Agency MBS Union:
A random walk of valuable insights into the world of Fannie/Freddie/Ginnie mortgage back securities & where things could head in the next 12-18 months
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Rocketship Down ...
Houston, we had a winner
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Victaurs
On financial markets, investing, and a winning mindset.
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