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How To Not Lose Money Chasing After The Next Hot IPO (Chime, Klarna, and the Pyschology of Froth)
IPO hype cycles repeat because investors forget the math. Here’s how to spot the signs of froth before you become exit liquidity.
Nov 11
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Victaurs
9
1
Around the Horn on Fins, A Technical View of What's Working, What's Not, and Where We Go From Here.
Just some thoughts, none of this is financial advice, and if you want actual picks it’s behind the wall.
Nov 5
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Victaurs
21
2
3
Public Bank Screen: November TBVPS & Valuations Largest Public Banks
People love to make bank investing sound complicated.
Nov 4
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Victaurs
14
1
October 2025
Bank Activism Has Limits Despite What CNBC Wants You to Think
What they're getting right, what you need to know, and who could be next
Oct 30
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Victaurs
18
Transocean (RIG) From Fish Oil to Deepwater: Not a Texas Hedge For Higher Rates
I once lost a small fortune betting on a fish oil patent and a federal judge’s opinion.
Oct 28
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Victaurs
20
1
Flagstar (FLG): Still Somewhere Between A Dumpster Fire & A Discarded Gem
I still like betting on the ugly ones.
Oct 24
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Victaurs
21
1
1
A Thank You to the Regional Bank Doomers (for Calling the 832nd Crisis)
This one’s behind the paywall.
Oct 17
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Victaurs
24
1
1
All My Posts As Of 10/15 Indexed
Plus an index of all the pieces I've written in one place
Oct 14
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Victaurs
18
2
Why A "Run" On Jeffries (JEF) Isn't Exactly Possible And It's Not The Next Lehman
I’ve seen the posts popping up from the engagement-baiting talking heads.
Oct 13
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Victaurs
9
3
1
Western Alliance, Jefferies, UBS and the First Brands Debacle - Why It Isn’t a Credit Crisis (Yet) ...
First Brands has rippled through the finance world, and yes, my DMs now read like an auction for “worst takes.” Let’s set one thing straight: First…
Oct 9
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Victaurs
17
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The Bank Doomers Are Back - My Crystal Ball Says They're Going to Be Wrong ... Again.
The bank doomers are out again and you can feel it in the air, that quiet hum before earnings season when everyone starts whispering about credit risk…
Oct 7
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Victaurs
20
4
The Leadership Secret No One Talks About
Whether you think so or not, you are a leader so act like one.
Oct 5
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Victaurs
28
2
7
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