In this white paper, we discuss major market cycles for bank stocks which have not traded as cheaply since the Great Financial Crisis (GFC) that ended in July of 2009, due to their cyclical business models tied to ebbs and flows of the economy. We furthermore conclude, that after a sharp move down in reaction to the COVID‐19 pandemic, banks may have begun a large, multi‐year bull market move, particularly as peak loan losses(a buy signal) may have already taken place

... Read more »

August is here, and we are still largely working remotely in the financial services industry. This separation from clients and prospects is particularly difficult to manage for those tasked with marketing, business development, and client relationships. There just isn’t an equivalent substitute for meeting and interacting in person for some of these functions, yet this is required for the majority of businesses in 2020 for the undetermined future. Some ideas to help mitigate the impersonal and isolated feeling that working remote can generate follow below

... Read more »