Episodes
Thursday May 14, 2020
Thursday May 14, 2020
PNC’s capital levels and cost control continue to be key differentiating factors compared to USB. However, like USB, more loan loss provisions are coming.
(Background score for intro: "The Invisible Enemy (feat. bangcorrupt)" by Kraftamt)
Wednesday May 06, 2020
Wednesday May 06, 2020
USB’s credit costs were much lower than larger peers. Has it just kicked the can down the road? Cost control and capital levels are also weaker than peers.
(Background score for intro: "The Invisible Enemy (feat. bangcorrupt)" by Kraftamt)
Sunday May 03, 2020
Sunday May 03, 2020
Bank of America reported significant decline in profits due to COVID-19 related loan loss provisions. The stock is way off its peak – buy now?
(Background score for intro: "The Invisible Enemy (feat. bangcorrupt)" by Kraftamt)
Monday Apr 27, 2020
Monday Apr 27, 2020
Wells Fargo reported significant earnings contraction in the first quarter of 2020 due to higher loan loss provisions, while also facing revenue declines. Is it a good time to enter the stock?
(Background score for intro: "The Invisible Enemy (feat. bangcorrupt)" by Kraftamt)