A Quick Thought on “Twist”

Looks like a great buying opportunity for great banks.  Prices were low, they’re going lower. Killing the yield curve is going to seriously hurt banks as they’re trying to regain capital. However, this too shall pass. Strong, well capitalized banks not entirely dependent on the yield curve will make it through this and may even […]

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Bank Valuation Made Simple

After going through the bank analysis series (parts 1, 2, 3, 4) and determining if a bank is one of the few worth taking a look at, the valuation part works out to be pretty simple in practice.  Bank valuation can be made a great deal more complicated than it needs to be. Sure, you can […]