Skip to Main Content
Avondale Asset Management
  • Home
  • Research
    • Company Notes Digest
    • Company Notes Database
  • Contact Us
  • Home
  • Research
    • Company Notes Digest
    • Company Notes Database
  • Contact Us

US Banking

6 Dec 2012

Non Performing Loans at US Banks

by Scott Krisiloff | posted in: Banks, US Banking | 0

Despite concerns about the fiscal cliff, it should be encouraging to investors that bank stocks have held up quite well over the last couple of months.  It seems that sentiment may have finally turned for the group, especially for Bank … Continued

17 Oct 2012

Citi Share Price Performance Under Pandit

by Scott Krisiloff | posted in: C, Pandit, US Banking | 0

Vikram Pandit unexpectedly stepped down from the head of Citibank today, which caps off a troubled run.  Pandit was thrown into an impossibly difficult situation on December 11, 2007, but it’s tough to say that his time as CEO was … Continued

10 Oct 2012

What Percent of Bank Holding Company Assets are Held at Commercial Bank Subsidiaries?

by Scott Krisiloff | posted in: BAC, Banking System, C, CMA, FHN, GS, JPM, MET, MS, RF, US Banking, WFC | 0

The New York Fed is putting together a new banking industry report which can be found here.  It’s not as comprehensive as the one that the FDIC puts together on a quarterly basis, but it is valuable in that it … Continued

11 Sep 2012

Regions Financial Loan Line Utilization

by Scott Krisiloff | posted in: Banking, Banking System, RF, US Banking | 0

More from the Barclays Financial Services conference…a slide from Regions Financial, a southern regional bank with +$100B in assets which had a lot of trouble with credit quality during the crisis.  The slide below shows loan line utilization improving.  It’s … Continued

7 Aug 2012

More Confirmation that the Housing Market May be Turning

by Scott Krisiloff | posted in: Banking, Economic Indicators, housing, US Banking | 0

In the Federal Reserve Senior Loan Officer Survey released yesterday, there was a good sign for the housing market in that more banks are reporting increasing demand for mortgage loans.  The bad news is that while the demand is picking … Continued

25 Jul 2012

Did the Repeal of Glass Steagall Cause the Financial Crisis?

by Scott Krisiloff | posted in: Banking, Banking System, Citi, Citigroup, Financial Crisis, Financials, US Banking | 0

Sandy Weill, former CEO of Citigroup caused a stir today by commenting that Glass Steagall should be reinstated.  Since he is the person who pioneered the integrated banking model, the comments are shocking.  The comments are puzzling too because even … Continued

16 Jul 2012

WFC 2Q12 Conference Call Highlights

by Scott Krisiloff | posted in: Banking, Conference Call, Earnings, Earnings Call, Notes, US Banking, Wells Fargo, WFC | 0

Quotes from 2Q12 WFC Earnings Call organic growth in both commercial and consumer portfolios. average core deposits up $10.1 billion from the first quarter, up $73.2 billion or 9% from a year ago.  net interest margin was unchanged at 3.91% … Continued

16 Jul 2012

Deposit Growth at US Banks

by Scott Krisiloff | posted in: Banking, Banking System, Deposits, Money Flows, Money Supply, MZM, US Banking | 0

Citigroup reported strong earnings this morning as did JP Morgan and Wells Fargo last week.  All three banks also reported strong deposit growth as well.  Systemically, despite low interest rates, US banks have been growing deposits at an above average … Continued

Contact

2001 Santa Monica Blvd.
Suite 1165w.
Santa Monica, CA 90404
310-779-7383
clients@avondaleam.com

Legal

  • Disclaimer
  • ADV Part One
  • ADV Part Two
  • Privacy Policy

© 2021 Avondale Asset Management