Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Thrift Conversion Roundup - May 2023
May 21, 2023, 10 p.m.
Thrift Conversion Roundup - January 2023
Jan. 22, 2023, 11:46 p.m.
First Seacoast Bancorp (FSEA)
Dec. 9, 2022, 8:02 p.m.
TC Bancshares (TCBC) 1H22 Update
Aug. 22, 2022, 3:59 p.m.
Thrift Conversion Roundup - August 2022
Aug. 14, 2022, 8:48 p.m.
Thrift Conversion Roundup - July 2022
July 4, 2022, 8:01 p.m.
Conversion Confidential Moving to an Ad Hoc Basis
June 12, 2022, 4:55 p.m.
TC Bancshares Inc (TCBC)
June 6, 2022, 5:09 a.m.
Valuation Methods - Part 2
May 22, 2022, 7:50 p.m.
Observations from the FFBW 10-Q
May 15, 2022, 6:23 p.m.
Valuation Methods - Part One
May 8, 2022, 7:02 p.m.
Van Wert Federal Files to Convert
May 1, 2022, 8:07 p.m.
Might we see a decline in bank book values?
April 24, 2022, 9:32 p.m.
Using Regulatory Reports
April 17, 2022, 5:36 p.m.
Everett Bancorp Files to Convert
April 10, 2022, 7:04 p.m.
Acquisitions in Thrift Land
March 27, 2022, 7:04 p.m.
Checking in on Northeast Community Bancorp
March 19, 2022, 7:55 p.m.
Anatomy of a Second-Step Conversion
March 12, 2022, 9 p.m.
Anatomy of the First-Step Conversion
March 5, 2022, 7:35 p.m.
Ponce Financial Group (PDLB)
Feb. 26, 2022, 9:20 p.m.
Seth Klarman on Thrift Conversions
Feb. 12, 2022, 8:22 p.m.
The Glossary Edition
Feb. 5, 2022, 7:55 p.m.
CBM Bancorp (CBMB) Buyout
Jan. 29, 2022, 6 p.m.