Updates: Big Banks Out To A Lead & Subscriber Chat

Good morning friends.

I’ll keep this short and sweet.

It’s been a great start to the bigger is better trend outlined on 12/31/24.

It’s also been a great start for some of the bigger banks that have beat while down cap regionals and community banks are putting up slightly more mixed results. I fully expect this to continue.

Citibank shone. As did Wells & Bank of America and the investment banks. Capital return headlines should continue to pop up as the $139 billion in “excess capital” continues to be talked about.

On the regional size OZK has proven that their business model is still fully in tact. Those of you that are following along on Wintrust should be buying that dip.

The blog is growing fast—thanks to you—and I’m laser-focused on delivering value where it matters most. Here’s the deal: I rarely check email anymore. Why? Because I’m fully locked in on chat, where I can instantly engage with premium members and address your questions without delay.

If you’ve got a question, don’t wait around for email replies. Get the answers you need, now. I’m here to help, and I’m all in on giving you my full attention in the chat.

The best is ahead,

Victaurs