Well that was one heck of a week.  While I certainly was not smart enough to predict the results of the election, it has had a profound impact on my expectations for us as investors.  For the last 7 years, I’ve been one of the most vocal advocates of financial stocks that I am aware...
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Below is a great article about the changing dynamics in the mortgage industry where smaller companies are stealing market share from the big banks’.  The biggest reason for this are the new capital rules and regulations that effect the largest financial institutions.  They make it unattractive to originate loans and slowdown the process.  Retained or...
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This article describes how many of the larger banks are curtailing lending and the regional banks are picking up the slack.  This is a direct result of the Dodd-Frank legislation which has had the effect of reducing lending as banks are forced to horde capital, and shut down formerly profitable business operations.  This is a...
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