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Latest Posts

Mid Month: Puerto Rican banks, why is FFBB 6x? Classified assets, Share Repurchases and fintech spend
September 5 Points: First Citizens of NC, slow loan growth, and trading bank doom
August 5 Points: Consumer Credit, Avoiding EPS misses, and Banks with Bail
5 Points Mid Month: Private Equity in Banks, Bank Conversions Primer, a Survivor at 40% of Book
5 Points July: A bit of CRE horror, and the lever to help banks in 2024