Insights
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Sector: Financials
Multi-Line Insurers Deserve a Closer Look
Research, Fundamental
Insurance business models have undergone a sea change...
Read moreState 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...
Read moreCalls for Bank Short-Selling Prohibition Grow, but Odds Remain Low
Research, Policy
We remain skeptical the Securities and Exchange Commission (SEC) will announce...
Read moreFirst Republic: A Few Thoughts Following its Failure
Research, Fundamental
FRC’s failure marks the second largest banking failure...
Read more[COIN] Crypto Crackdown Continues, Congress to Remain on the Sidelines
Research, Policy
The SEC brought charges against Bittrex...
Read moreBank Failure Hearings: Regulators Improve Messaging, Outline Plans
Research, Policy
Congress nowhere near consensus on lifting $250K deposit insurance cap...
Read moreCoinbase Global, Inc. (COIN) Quick Take on SEC Wells Notice
Research, Legal
Coinbase received a Wells Notice from SEC staff...
Read moreU.S. Banks: All Eyes on Fed Bank Supervision
Research, Fundamental
Banks face many headwinds in the eyes of investors and policymakers...
Read morePayment Networks: Sticking the (Soft or Hard) Landing
Research, Fundamental
When assessing our payment network coverage, we think a case can be made that...
Read more2023 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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