Posts by Joe Fenech

Q3 Bank Earnings Preview and Why We’re Approaching a New Bank Stock Investment Cycle

Tech-Bank Reality Is More Nuanced Than Negative Headlines And Sour Sentiment Would Suggest

Bank Stock Outlook ’23: Negativity Abounds, But Is It Overdone?

The Highest Valued Bank Stocks Share Some Surprising Traits

Bankers And Investors Are at Odds, But Can They Both Be Right? 

Tangible Book Value Hits Are an Underappreciated Headwind to Bank Stock Performance, but Are We Approaching an Inflection Point?

In a Turbulent Market, Are Tech-Forward Bank Stocks Performing as Expected?

Are Fintech Credit Lenders About to Face Their First Real Test?

Q1 Bank Earnings Preview: Waiting for Normalcy

Recent Tech-Forward Bank Stock Performance Suggests an Intriguing Risk/Reward Dynamic

Share Price Performance of Travillian Tech-Forward Banks Significantly Outpaced ​Peers In 2021

Is the Pause in Bank Deal Approvals a Transitory Issue or Something More?

Is the M&A Tide Finally Turning in Favor of the Acquirers?

Bank M&A Has Accelerated as Expected, Though Market Reaction Remains Muted