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The Month in Banks
A great start to the year for bank investors.
Feb 1
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The Month in Banks
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January 2025
This Payments Biz Runs Sports Stadiums, Luxury Hotels, and Restaurants - And It's Growing Like Crazy
A view a strong company with growth ahead, smart capital allocation, ties to Musk, and strong numbers that investors should love (so long as the U.S…
Jan 30
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This Payments Biz Runs Sports Stadiums, Luxury Hotels, and Restaurants - And It's Growing Like Crazy
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Cash Is Dead: Inside the $32 Trillion Payments Ecosystem
Meet the companies shaping the future of money: giants, challengers, and niche disruptors poised to be the biggest winners in the cashless revolution.
Jan 29
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Cash Is Dead: Inside the $32 Trillion Payments Ecosystem
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On Awareness
A powerful tool for investing & life success
Jan 25
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On Awareness
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Updates: Big Banks Out To A Lead & Subscriber Chat
Good morning friends.
Jan 24
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Updates: Big Banks Out To A Lead & Subscriber Chat
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Top 26 Banks Updated P/TBV & Forward ROTCE Scatter
What's a given ROTCE worth after the Trump election?
Jan 21
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Top 26 Banks Updated P/TBV & Forward ROTCE Scatter
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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
Jan 19
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The New Citibank: A Look Back on 2024 & 2025 Outlook
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A Quick Run Down on Bank ETFs
So you want passive exposure to banks ...
Jan 18
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A Quick Run Down on Bank ETFs
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A Bank Long with Midwestern Values & A Trusted Track Record
The information provided is NOT financial advice.
Jan 14
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A Bank Long with Midwestern Values & A Trusted Track Record
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Remember ...
Remember that everyone is carrying a heavy ass burden that they don’t tell you about.
Jan 9
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Remember ...
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A Sentiment Shift Coming That Most Aren't Aware Of ...
Coming off the Trump election win, November saw nearly $10 billion flood into financials and bank stocks rally 15%.
Jan 5
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A Sentiment Shift Coming That Most Aren't Aware Of ...
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What's SoFi Worth?
Back of the napkin math, the bear case, and an Amazon Prime of money
Jan 4
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What's SoFi Worth?
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