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KCA/Princeton Advisors, LLC

Princeton, New Jersey USA

jaheffern@kcaconsult.com

609-375-2331

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    Recent Posts

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

    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.

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

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

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

    Archive

    • December 2020
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    Alibaba is One of China's Most Important Aircraft Carriers & Ant Group is in the Battle Group.

    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

    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 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."

    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?

    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"

    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

    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

    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

    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]

    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...
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    jaheffern@kcaconsult.com

    609-375-2331

    100 Overlook Center
    Princeton, New Jersey 08540
    USA

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