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When Banks Beat, Crypto Heats, and Tariffs Hit.
If you invest in financials or banking or want to know what’s going on in the space, this is the place for you.
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Victaurs
Post Mortem: The U.S. Bank Stock Turn We Called In December
A quick note on the bullish U.S. Bank thesis from December
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Victaurs
Mean Girls, Monetary Policy, And Mortgage Rates
Jerome Powell is living his own verison of Mean Girls.
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Victaurs
2
The Bank Charter Wars: How Circle, Erebor, and the Fed Are Rewriting Money Moves
Behind the scenes of a financial power shift where stablecoins, Fed access, and VC-backed banks are quietly fighting for control of the future of money.
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Victaurs
Cheap Ain’t Enough Anymore ... My Thoughts on US Banks Vs. European Banks
When I wrote Things Done Changed at the end of April, I made it clear: the tilt in banks for me was to the U.S.
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Victaurs

June 2025

$550 Billion in Losses, No Bailouts, All Clear: The Banks Just Passed Their Trial by Fire
DFAST Stress, Winners & Losers, and Staggering Numbers from the Fed's Annual Armageddon Test
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Victaurs
1
Before Its Obvious
On markets, financials, stablecoins, popular trades that are turning, and seeing things before they happen.
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Victaurs
The $11.6 Billion FinTech Tollbooth
What you're really buying with Chime
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Victaurs
The Edge Within: A Principle To Unlock Your Potential
How Max Planck’s reluctant discovery became a mirror for the beliefs, habits, and identities we cling to too long.
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Victaurs
Everyone’s Talking About Circle. Almost No One Understands How It Actually Works.
Be careful blindly buying the hype and get a plain speak deep dive on who they are, what they do, how they make money, and their growth prospects.
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Victaurs
1
The Edge Within: The Keys of the Survivor Personality
How building four key strengthens can improve your abilityt to perform no matter what life throws at you.
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Victaurs

May 2025

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