Tuesday, October 20, 2026

Bank Earnings Season: What Top Performing Community Banks Say About Banking and the Economy

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This year in April I had Copilot analyze the earnings releases of the big four banks to give us signals on the US banking industry and econ...
Wednesday, September 30, 2026

Is the FDIC Summary of Deposits Pure Fiction?

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For decades, FDIC deposit market share data has been one of the banking industry's most important tools for assessing competitive positi...
4 comments:
Tuesday, September 22, 2026

Guest Post: Financial Markets and Economic Update for the Third Quarter 2026

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Bond Vigilantes When the bond market leads the Federal Reserve, they usually must follow or face the wrath of the bond vigilantes.  They’r...
Thursday, September 17, 2026

Deposits: Let's Talk

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According to the Independent Community Bankers of America (ICBA), stablecoin wallets could suck $1.3 trillion, with a "T", out of ...
Saturday, August 22, 2026

Key Factor Why the USA Became the World's Super Economy? Banking.

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The Bank of North America came into being during the darkest years of the American Revolution. By 1781, Congress was nearly bankrupt, the Co...
1 comment:
Saturday, July 18, 2026

3 Critical Assumptions Missing From Your Financial Institution's Strategic Plan

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As your institution kicks off its strategic planning cycle, navigating the noise of a turbulent geopolitical environment requires shifting a...
Tuesday, June 30, 2026

Guest Post:Financial Markets and Economic Update For Second Quarter 2Q26

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I start my newsletter on a sad note this quarter.   On June 22 nd , former Federal Reserve Chairman, Alan Greenspan, died at the age of 100....