Financial Markets

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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...

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."

More of the Same in 2019

Which forecasts are you chasing early in 2019? The year begins as it ended: with considerable uncertainty over serious challenges...

Uncertainty is Not Pro-Growth

Overall, it’s a simple observation: political instability all over the world is not pro-growth. And for 2019, markets will face tough...

Thoughts From Recent Travels

OK, Be That Way (Writing from 33,000 ft. somewhere between Houston & Philadelphia) We spent time on the road in the past month ...

Chart of the Day: Assured Guaranty Ltd. [NYSE:AGO]

Align this chart with recent remarks from the company's CEO, Dominic Frederico: "We've already retired 41% of the outstanding stock in...