Breaking the Bank
Balance sheet strength, management acuity, and regulatory systems matter more for financial services firms than other stock sectors. Financial...
375 Views
Deposit Flight at China's Banks
Last year seven banks in China saw deposits contract. The year previous the number was one. Deposit flight is one of the first things to look...
452 Views
China's NPL Growth will be Radical
It is rare for bad loans to rise gradually as they peak. In most all cases the rise of NPLs and corresponding credit costs is radical. It is not...
424 Views
Quiddity Leaderboard F100/F250 Jun25: One High-Impact Intra-Review Change Soon; More Changes Later
The International Distribution (IDS LN) deal could close soon and the name could get deleted in May 2025. The top-ranked replacement name is...
665 Views
Quiddity Leaderboard F100/F250 Jun25: Multiple High-Impact Intra-Review Index Additions Likely
Most of the intra-review replacement candidates have well in excess of 10x ADV to buy if they get added to the F250 index. Some of these names...
440 Views