BankAnalyst @BankAnalyst
Reformed journalist now writing equity research on regional banks. Jobs very similar: read, talk on phone, play with excel. San Francisco Joined September 2009-
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It says a lot when people use the PRC to fact check the White House. #tarrifsaretaxes
It says a lot when people use the PRC to fact check the White House. #tarrifsaretaxes
Bank of Commerce Holdings to Acquire Merchants Holding Company $BOCH globenewswire.com/news-release/2…
This idea that #Banks have reached peak profitability ignores the reality the industry will continue to grow EPS and Tangible Book Value.
Susan Still took Roanoke’s HomeTown Bank $HMTA a good long way since FIG’s 2012 capital raise when American National $AMNB made the offer she couldn’t refuse. 1.8 x TBV and 26.7 x LTM EPS. Thank You! #bankmergers
$BANR moving forward with Skagit Bank purchase. globenewswire.com/news-release/2…
"We disagreed on many issues, but I always admired his determination to do what he believed was right, even if it carried a political cost — as it so often did." @MikeBloomberg pays tribute to John McCain bloom.bg/2wfcpa9 via @bopinion
If I had a catch phrase it would be: "It's utility maximization time!" And then I'd drop an "Ah yeahhhhh." @NewYorkFed #economics
If I had a catch phrase it would be: "It's utility maximization time!" And then I'd drop an "Ah yeahhhhh." @NewYorkFed #economics
Just a sample of the sad scene we faced at the Trump rally in Tampa. I’m very worried that the hostility whipped up by Trump and some in conservative media will result in somebody getting hurt. We should not treat our fellow Americans this way. The press is not the enemy.
You know you spend too much time on #Bank conference calls when the call attendant doesn't bother to ask what company you're from.
The analyst said it would be his last question ... It wasn't. #bank
$CVBF prepayment fees YTD from loans refi'd by other #Banks running higher than last year. In a rising rate environment speaks to competition for good loans in Southern California.
Looks like $ZION might finally get it's day to pitch de-SIFI-ing-ing.
Looks like $ZION might finally get it's day to pitch de-SIFI-ing-ing.
As a reporter for 10yrs, I wrote abt Albanian refugees evacuated to El Cajon, outed a white supremacist leaving Nazi literature at a high school in Santee & uncovered a CFO defrauding small businesses in San Diego. That shouldn't get you killed. #CapitalGazette #AnnapolisShooting
Any suggestions for emojis to express #Bank earnings? Thinking 😍 for better than Consensus and 💩 for misses.
Always interesting to see a #Bank stock go +5% after management says it can achieve peer level profitability by YE 2020 (🤞). Then reality sets in and investors realize wait, that's in three years in an up rate environment and at the tail end of a credit cycle.
Time to dust off the list of items #Bank investors worried about in 2016 - retail exposure, CRE concentrations, rising deposit costs, etc.

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