July - 2020

Alibaba is One of China's Most Important Aircraft Carriers & Ant Group is in the Battle Group.

Bigger is...well...bigger. Two Major Banks Doing What Banks Do.

Hello Excess Capital. Allow Us to Introduce You to Tail Risk?

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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.

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