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Sector: Financials

Sector Watch: The Bull is Back

Sector Watch: The Bull is Back

Fundamental, Research
Insurance business models have undergone a sea change...
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Multi-Line Insurers Deserve a Closer Look

Multi-Line Insurers Deserve a Closer Look

Fundamental, Research
Insurance business models have undergone a sea change...
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State Chartered Banks: What Lurks in the Shadows?

State Chartered Banks: What Lurks in the Shadows?

Fundamental, Research
We think there will be no shortage of headline risks for the U.S. banking industry...
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Calls for Bank Short-Selling Prohibition Grow, but Odds Remain Low

Calls for Bank Short-Selling Prohibition Grow, but Odds Remain Low

Policy, Research
We remain skeptical the Securities and Exchange Commission (SEC) will announce...
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First Republic: A Few Thoughts Following its Failure

First Republic: A Few Thoughts Following its Failure

Fundamental, Research
FRC’s failure marks the second largest banking failure...
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Crypto Crackdown Continues, Congress to Remain on the Sidelines

Crypto Crackdown Continues, Congress to Remain on the Sidelines

Policy, Research
The SEC brought charges against Bittrex...
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Bank Failure Hearings: Regulators Improve Messaging, Outline Plans

Bank Failure Hearings: Regulators Improve Messaging, Outline Plans

Policy, Research
Congress nowhere near consensus on lifting $250K deposit insurance cap...
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Coinbase Global, Inc. (COIN) Quick Take on SEC Wells Notice

Coinbase Global, Inc. (COIN) Quick Take on SEC Wells Notice

Legal, Research
Coinbase received a Wells Notice from SEC staff...
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U.S. Banks: All Eyes on Fed Bank Supervision

U.S. Banks: All Eyes on Fed Bank Supervision

Fundamental, Research
Banks face many headwinds in the eyes of investors and policymakers...
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2023 REIT Outlook: Strong Fundamentals Lead the Way

2023 REIT Outlook: Strong Fundamentals Lead the Way

Fundamental, Research
Strong fundamentals will help REITs remain resilient in the face of economic headwinds...
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