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The Top 100 U.S. Banks: Sifting Through the Carnage
Longs, shorts, holds, & looking forward ...
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Rocket Mortgage’s $1.75B Redfin Deal: Genius Long-Term Play or Overpriced Gamble?
Thoughts on a favorite interest rate meme play ... have they evolved?
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Victaurs
European Bank Momo Report: Yes They're On Fire, Are they Blanket Buys?
Running a momentum screen in the spirit of the U.S. short report and an old growth framework
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Victaurs
Blood in the U.S. Banks: Sifting Through the Damage for Bank Shorts & Longs
Premium member only deep dive into the Trump induced U.S. Bank damage.
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Victaurs
Quick Vibes Pulse of the Market & Update on Banks (Plus Some Technically Weak Ones)
Vibes, vibes, vibes - oh and making sense of today's absolute unmitigated bloodbath.
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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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February 2025

U.S. Bank M&A Exposed: What Investment Banking Really Looks Like Behind the Scenes
A tough but fair look into the world of investment banking, what investment bankers actually do, what separates the greats, and some funny truths.
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Victaurs
Nubank: A Post Earnings Crash & What Everyone Is Missing
Recent vibes, an 8 quarter look back, the FX blame game, NIM compression, expansion report, the defensive pivot, Brazil's a mess, and management's tone…
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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
What Two 400 Year Old Books Can Teach You About Dominating The Modern Day World
Investors, business executives, and entrepeneurs alike all need a strong mindset to win in today's world. Practical tips & reminders to dominate.
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Victaurs
5 Hidden Trends Shaping Bank Stocks in 2025
Using the Growth Score screen to find potential winners amidst the chaos, find the Icarus banks that have flown too high, and some names you might not…
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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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