Goldman Sachs | Let’s Pick A New CEO
Why does the banking industry on hire insiders as CEOs? We propose a couple of alternatives
Silicon Valley | Wall Street | Is the Goldman CEO a jerk?
The office canteen executive jerk test. How different work cultures still enjoy success in the Bay Area.
Buy US Regional Banks—The Meltdown Is Overdone
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NFP | Where’s the US economic data pointing to?
Recent US economic data is undeniably strong. Investment outlooks are probably yet to reflect these developments.
Russia-Ukraine | Who’s behind the Kremlin done attacks?
ISW assesses Kremlin drone attack as a false flag operation to stoke public sentiment ahead of Victory Day celebrations.
Phillips curve | FRC | FDIC | JP Morgan
A quick look at the JPM/FDIC/FRC deal. John Hussman on Phillips curves and false investment narratives.
FRC | Game theory, bank runs & plea deals
We try to identify the Nash equilibrium bailout for First Republic Bank.
FRC bailout #2 | Suing the auditors (KPMG)
Limited scope for regulatory forbearance as auditors come under pressure on fair value disclosures.
Recession probabilities | MM flows | Regional banks
Are US stocks overvalued? We revise our 2023 recession probability estimates.
US debt Ceiling | AI Chatbots | GS vs USB
Long shares in Goldman Sachs (GS) and short US Bancorp (USB).