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My Bank Crystal Ball Is Trying to Tell Me What's Going to Happen (Again)
Bank macro & equities outlook, SLR relief, and Citibank (yes again), plus a regional or two
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Victaurs
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So You Missed Nubank at $5?
Don’t Miss What’s Coming for StoneCo and PagSeguro in Brazil. A vibes dive, looking at PIX, the competitive landscape, valuations, and ways to play it.
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Victaurs
The Big Money Shift: Hidden Global Market Trends, Flows You Can’t Afford to Ignore, And Trump's Effect
Macro thoughts, the U.S. vs. ROW, a dive into Euro Banks, U.S. flows, ROW flows, and my thoughts on what Trump really wants (besides volatility)
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3
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Bank Update: Some Top 10s, Some Not Top 10s, & Hidden Value to Be Uncovered
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1
How To Value A Bank: A No-Nonsense Guide
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A Great Set Up in The Caribbean Sunshine
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1
9 Trends Mostly in Banks Both Here and Overseas
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Top 40 Cheapest Banks - A Contrarian's Dream
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3
The Big Money Shift: Hidden Global Market Trends, Flows You Can’t Afford to Ignore, And Trump's Effect
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3
A $180 Billion Catalyst for the Biggest Banks & Who Benefits the Most
Some layperson education on bank capital regulations, what happens if capital rules are relaxed, and the winners and losers in that world.
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Victaurs
The 2024 U.S. Bank Stock Power Rankings: Who’s Leading in Growth and Who's Falling Behind?
The ultimate bank investor’s cheat sheet—full U.S. growth rankings, insights on winners & losers, and exclusive future growth score rankings.
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Victaurs
A Layman's Guide to Visa, Mastercard, & American Express Post Earnings ...
Things you should know about 3 of the card/payments giants in the market and how to play them.
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Victaurs
1
The New Citibank: A Look Back on 2024 & 2025 Outlook
Maybe it's got more room to run ... and you've got more to gain
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Victaurs
They Were the Villain of Dumb Money. I Hated Them Too. Until I Saw the Numbers.
A 7 min read on a name I hated ... and then didn't hate.
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Victaurs
What Every Top 1% Investor (and athlete) Knows But Doesn’t Say Out Loud
A mindset shift to help you outperform the rest of the year, yes seriously.
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Victaurs
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March Madness Monday Market Vibes
Thoughts on where we've been, where we are, and where we're going.
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Victaurs
Victaurs
Victaurs
Serious alpha. Real vibes. No fluff. Just the trades, trends, and frameworks that move money before the crowds. And the kind of edge institutions pay five figures for, at a fraction of the cost.
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Reminiscences of a Shrub Operator
Reminiscences of a Shrub Operator
Le Shrub
Max Dividends
Max Dividends
Max Dividends
Unfiltered by Tim Denning
Unfiltered by Tim Denning
Tim Denning
Maverick Equity Research
Maverick Equity Research
Maverick Equity Research
Lewis Enterprises
Lewis Enterprises
Hunter
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