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Sector: Financials

Multi-Line Insurers Deserve a Closer Look

Multi-Line Insurers Deserve a Closer Look

Research, Fundamental
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?

Research, Fundamental
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

Research, Policy
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

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

[COIN] Crypto Crackdown Continues, Congress to Remain on the Sidelines

Research, Policy
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

Research, Policy
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

Research, Legal
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

Research, Fundamental
Banks face many headwinds in the eyes of investors and policymakers...
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Payment Networks: Sticking the (Soft or Hard) Landing

Payment Networks: Sticking the (Soft or Hard) Landing

Research, Fundamental
When assessing our payment network coverage, we think a case can be made that...
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2023 REIT Outlook: Strong Fundamentals Lead the Way

2023 REIT Outlook: Strong Fundamentals Lead the Way

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