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Alibaba is One of China's Most Important Aircraft Carriers & Ant Group is in the Battle Group.
Close on the heels of commissioning its first home built aircraft carrier, the Shandong, "high resolution photos...show for the first...
Bigger is...well...bigger. Two Major Banks Doing What Banks Do.
Today, the Electoral College meets to confirm former Vice President Joe Biden's promotion to official President-Elect. The system has...
Hello Excess Capital. Allow Us to Introduce You to Tail Risk?
As simple a post as we can write on a beautiful winter's day in Princeton, New Jersey: "If you choose to sail upon the seas of banking,...
If Only Alex Trebek Had Chosen Banking...
They say a good picture can be worth a thousand words. Well, it's just as true that a bad stock chart always tells a sad tale. As we...
Bank Profits Amidst Pandemic & Digital Disruption: Searching for the Groove of Scale
The banking industry is ripe for a re-think on its cadence of operational and investment spending--atomic level productivity.
Wells Fargo Bank & its Fading Annual Report Titles.
Wells Fargo slashed its dividend today. The company's old problems are in new management hands.
Book Review: Brian O'Hara's road is "no simple highway."
As a toddler, Brian O'Hara escaped his crib and wandered unaccompanied down a Philadelphia street before his safe return home.
Can 2 Wrongs Make it Right?
Most banks are cycle plays. Really good banks are cycle management plays. Great banks are all that plus operating leverage.
Global Financials & Random Musings. "Inside the Devil's Machine"
"The nexus of financial institutions and financial markets offers a drone-like vantage point of many generational developments."
The Alpha/Beta of Bank Earnings
Bank earnings reports and outlooks have been taped out over the past couple of weeks.
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