July - 2020

Recent Posts

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?

Archive

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.