Sitemap - 2025 - Victaurs
The Illusion of Certainty: RPOs, Oracle, and the Dot-Com Ghosts
I'm Popular Now: How a Boring Bank Beat the Market
Straight Outta Sweden: Klarna’s $45B Hype, Its $7B Bottom, and the $14B IPO Test For Investors Today
The Math on Rocket: $5.8B Revenues, $40B Cap, and a $1.2T Rate Unlock
So Apparently Affirm Wasn’t Dead After All
9 Things The Stablecoin People Are Getting Wrong
Flagstar: A Dumpster Fire Or Discarded Gem?
Powell Spoke, A Bunch of People Misread an AI Headline, and Banks Exploded
Margins, Growth, and Monetization: NU’s Next Leg Higher
Circle Fade Update: Told You So
Originate to Sell: The Fragile Foundation of Upstart’s Revenue Surge
The Quiet Deposit Bill That Could Reshape Banking, Kill Stablecoins, and Boost Regional Banks Stocks
A Circle Update & How JPM, PayPal, and PNC Are Hijacking Crypto’s Best Idea
The Fair-Value Flywheel: SoFi’s Greatest Strength and Its Darkest Shadow
The Most Hated Compounder in the Payments Space
How to Survive a Market That Loves Digital Rocks More Than Revenue
Citibank: Back Then Didn't Want Me, Now I'm Hot, They All On Me
The Smart Money's Bank Playbook For The Next 18 Months
When Banks Beat, Crypto Heats, and Tariffs Hit.
Post Mortem: The U.S. Bank Stock Turn We Called In December
Mean Girls, Monetary Policy, And Mortgage Rates
The Bank Charter Wars: How Circle, Erebor, and the Fed Are Rewriting Money Moves
Cheap Ain’t Enough Anymore ... My Thoughts on US Banks Vs. European Banks
$550 Billion in Losses, No Bailouts, All Clear: The Banks Just Passed Their Trial by Fire
The $11.6 Billion FinTech Tollbooth
The Edge Within: A Principle To Unlock Your Potential
Everyone’s Talking About Circle. Almost No One Understands How It Actually Works.
The Edge Within: The Keys of the Survivor Personality
Stablecoins: The Dollar Shouldn't Sleep
The Run In The Villain of Dumb Money.
Flows Are Turning Green In Brazil and Things Are Quietly Shifting for NU & STNE
Not as Cheap as You Think: The Real Story Behind NEWT
Investment Banks Beneath the Surface: Capturing the Winners and Fading the Fakes
Surfing The Market Volatility: 10 Signals Worth Paying Attention To
Things Done Changed: European Bank Picks in 2025
How to Profit from Italian Government Inefficiency: A Cheap Sleeper Bank With Lots of Upside
The Bank Portfolio I’d Build Right Now if I Wanted to Beat the Market
Victims Of Heard & McDonald Islands Tariffs Unite
Chaos Is Winning: How the Best Investors Prepare for What They Cannot See
Behind the Scenes of Your Mortgage Rate: The Market Tug-of-War Nobody Talks About
Price Is Your Only Hedge in Banks. Hope Gets You Killed. Analysts Are Always Late.
The Hidden Debt Bomb Behind the Tariff War. And Why It Matters to You
We Won: Mr. Cooper Bought Out By Rocket
They Were the Villain of Dumb Money. I Hated Them Too. Until I Saw the Numbers.
What Every Top 1% Investor (and athlete) Knows But Doesn’t Say Out Loud
My Bank Crystal Ball Is Trying to Tell Me What's Going to Happen (Again)
March Madness Monday Market Vibes
The Most Misunderstood Metric In Finance - The P/E Multiple
The Top 100 U.S. Banks: Sifting Through the Carnage
Rocket Mortgage’s $1.75B Redfin Deal: Genius Long-Term Play or Overpriced Gamble?
European Bank Momo Report: Yes They're On Fire, Are they Blanket Buys?
Blood in the U.S. Banks: Sifting Through the Damage for Bank Shorts & Longs
Quick Vibes Pulse of the Market & Update on Banks (Plus Some Technically Weak Ones)
U.S. Bank M&A Exposed: What Investment Banking Really Looks Like Behind the Scenes
Nubank: A Post Earnings Crash & What Everyone Is Missing
A $180 Billion Catalyst for the Biggest Banks & Who Benefits the Most
What Two 400 Year Old Books Can Teach You About Dominating The Modern Day World
5 Hidden Trends Shaping Bank Stocks in 2025
The 2024 U.S. Bank Stock Power Rankings: Who’s Leading in Growth and Who's Falling Behind?
The Most Powerful Thing You Can Do While Suffering (And It’s Not What You Think)
A Layman's Guide to Visa, Mastercard, & American Express Post Earnings ...
This Payments Biz Runs Sports Stadiums, Luxury Hotels, and Restaurants - And It's Growing Like Crazy
Cash Is Dead: Inside the $32 Trillion Payments Ecosystem
Updates: Big Banks Out To A Lead & Subscriber Chat
Top 26 Banks Updated P/TBV & Forward ROTCE Scatter
The New Citibank: A Look Back on 2024 & 2025 Outlook
A Bank Long with Midwestern Values & A Trusted Track Record