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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.
2 hrs ago
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Victaurs
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When Banks Beat, Crypto Heats, and Tariffs Hit.
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Post Mortem: The U.S. Bank Stock Turn We Called In December
A quick note on the bullish U.S. Bank thesis from December
Jul 10
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Post Mortem: The U.S. Bank Stock Turn We Called In December
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Mean Girls, Monetary Policy, And Mortgage Rates
Jerome Powell is living his own verison of Mean Girls.
Jul 8
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Victaurs
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Mean Girls, Monetary Policy, And Mortgage Rates
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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.
Jul 3
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Victaurs
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The Bank Charter Wars: How Circle, Erebor, and the Fed Are Rewriting Money Moves
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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.
Jul 2
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Victaurs
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Cheap Ain’t Enough Anymore ... My Thoughts on US Banks Vs. European Banks
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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
Jun 28
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Victaurs
19
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$550 Billion in Losses, No Bailouts, All Clear: The Banks Just Passed Their Trial by Fire
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Before Its Obvious
On markets, financials, stablecoins, popular trades that are turning, and seeing things before they happen.
Jun 25
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Victaurs
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Before Its Obvious
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The $11.6 Billion FinTech Tollbooth
What you're really buying with Chime
Jun 18
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21
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The $11.6 Billion FinTech Tollbooth
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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.
Jun 15
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Victaurs
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The Edge Within: A Principle To Unlock Your Potential
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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.
Jun 10
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Victaurs
14
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Everyone’s Talking About Circle. Almost No One Understands How It Actually Works.
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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.
Jun 1
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The Edge Within: The Keys of the Survivor Personality
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May 2025
Stablecoins: The Dollar Shouldn't Sleep
The only primer you need to read to learn that while the old system sleeps, new rails are being laid: faster, cheaper, and always on. And that sooner or…
May 28
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Victaurs
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Stablecoins: The Dollar Shouldn't Sleep
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