Primer: First Citizens Bcshs Cl A (FCNCA US) - Feb 2026
First Citizens has been transformed by the FDIC-assisted acquisition of Silicon Valley Bank (SVB) in March 2023, nearly doubling its asset size...
167 Views
Stablecoin Diplomacy
TL;DR: As B2B neobanks in the U.S. raced to offer FDIC insurance and treasury products in the wake of SVB's collapse, a parallel trend has played...
117 Views
112: More Thoughts On Banks' HTM Portfolio; Boston Fed Paper
The Boston Federal Reserve put out a short white paper on the Silicon Valley Bank crash and the accounting for debt securities known as held-to...
613 Views
Investors Have Been Buried Their Head in The Sand on Billions of Unrealized HTM Losses
Unrealized HTM losses continue to balloon. What has caused SVB's demise seems to have now been forgotten. We took a deep dive into 3 U.S. banks to...
1.5k Views
Real Estate Watch: More Charts on the Real Estate Outlook
It’s time to see how regional banks have performed since the SVB crash, as well as providing you with further charts on the real estate outlook....
440 Views