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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
•
Victaurs
17
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
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
A Thank You to the Regional Bank Doomers (for Calling the 832nd Crisis)
This one’s behind the paywall.
Oct 17
•
Victaurs
24
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
17
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
•
Victaurs
9
3
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
•
Victaurs
17
1
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
•
Victaurs
20
The Leadership Secret No One Talks About
Whether you think so or not, you are a leader so act like one.
Oct 5
•
Victaurs
28
2
How Netflix Gets Paid In Lagos, Sao Paulo, & Jakarta
dLocal the frontier market last mile payments business operating where no one else will
Oct 2
•
Victaurs
18
1
A Moment of Clarity In a World of Hype
“If skills sold, truth be told, I’d probably be
Oct 1
•
Victaurs
22
September 2025
Can Wise Outrun Stablecoins in the $32T Cross-Border Market?
Stablecoins cut fees in theory, but Wise is cutting them in practice.
Sep 24
•
Victaurs
18
4
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