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...
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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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