Just once I'd love for a CEO to come out and say 'we're not a data-driven organization. We hire wildly intelligent people who think deeply about problems using all the tools available to them. Data is a tool but it reduces the real world to unrealistically few parameters.'

“Why yes, I would love to trade my spices for your goods, for we have both journeyed far and toiled hard.

However we must of course first complete these AML KYC forms for politicians, for surely commerce cannot work without them. It is for our own protection.”

Slow down and remember this: Most things make no difference. Being busy is a form of laziness—lazy thinking and indiscriminate action. Being overwhelmed is often as unproductive as doing nothing, and is far more unpleasant. Being selective—doing less—is the path of the…

New OTT! Guy Adami, Dan Nathan & Danny Moses discuss the market rotation, $MSFT vs. $GOOGL, $GDX $GLD #Bitcoin , $NVDA's user conference & Fed meeting

+ caleb silver of Investopedia joins for a check on investor sentiment & the retail trader

Sponsors CME Group iConnections

Throwing off the mound?

Great listen and great timing with the $BKX at 52 week highs. FactSet

Bank people do yourself a favor and read Colarion recent 5 points. He is one of the absolute BEST in the game and hits on some great tickers. $SSBI $MYFW $TBBK thanks for what you do 🙏🏼🙏🏼🙏🏼

Thanks to Keefe Bruyette Woods CEO Tom Michaud, whom I had the privilege of interviewing in the debut of FactSet's new financial sector webcast. Tom shared many insights on banking & fintech; I found them very enlightening and I'm confident listeners will as well

insight.factset.com/listen-in-as-f…

Netherlands big flower industrial complex is reminder financial bubbles are usually good things

Just published a 5 Points about $TBBK’s bad loan, credit cultures, $NYCB’s good luck and $FCNCB among other topics.

Not many folks writing about $FCNCB it seems.

'It's one banana, Michael. What could it cost... ?'

Reducing the signal-to-noise ratio is a curious policy aim, but since it will increase demand for bank analysts (to discern the camouflaged signal), I heartily endorse this project.

if you wear this outfit into a bank they automatically approve the loan

The subprime consumer is getting whacked by higher rates …

Soft landing news hits a new cycle high. #macro #hope

Really astonishing to see how few Fed watchers understand that the rotation out of Reverse RPs at the NY Fed Research into T-bills drove Nov rally. Now we are done. Refunding next. tom keene Jonathan Ferro Stimpyz David Rosenberg Jim Bianco

banking symposium 2024
march 3-5 (dallas, texas)

youtube.com/watch?v=tBbVWo…

Lending startups pitching their unique underwriting model.