Feb 5, 2016 by John MaxfieldHere's How Much Bank of America Will Lose if Energy Prices Stay "Lower for Longer"If Bank of America’s estimates are accurate, then the impact on its bottom line should be comfortably manageable even if oil prices stay depressed through most of 2016.
Feb 4, 2016 by John Maxfield and Gaby LaperaChecking Our Mail: Financials EditionFrom a discussion of peer-to-peer lending to a deep dive into why companies are added to and removed from the S&P 500, as well as many things in between.
Feb 4, 2016 by John MaxfieldThis Risk Is Weighing on Bank of America’s Stock Right NowThe market is punishing the bank disproportionately for systematic risk. That's not good, but its better than being penalized for unsystematic risk -- especially for investors who understand the difference.
Feb 3, 2016 by John Maxfield3 Reasons It's So Hard to Compete Against U.S. BancorpThere are clear and quantifiable reasons that U.S. Bancorp is the most profitable major bank in America.
Feb 2, 2016 by John MaxfieldFor Bank of America, Goodwill Isn't So Good After AllThe $70 billion in goodwill on Bank of America's balance sheet gives it a competitive disadvantage.
Feb 1, 2016 by John MaxfieldObsolete Dogma: Higher Capitalized Banks Aren't Necessarily SaferThe fact that Dodd-Frank has reduced leverage at the nation's biggest banks doesn't in and of itself make the financial system safer.
Feb 1, 2016 by John MaxfieldExplaining the Role That Leverage Plays in Bank of America's Low ProfitabilityIf you want to know why Bank of America isn't as profitable as JPMorgan Chase or Wells Fargo, the first thing you should look at is leverage.
Jan 31, 2016 by John MaxfieldWhy Are These 8 Banks Too Big To Fail?It's absurd to claim that banks like JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo aren't too big to fail
Jan 31, 2016 by John Maxfield1 Fundamental Point Voters Need to Know About Social Security Before the ElectionWhile an increase to the full retirement age may seem like an alternative to reducing benefits, there is no practical difference between the two.
Jan 29, 2016 by John MaxfieldHere's Why State Street Is More Systematically Important Than Capital One and PNC FinancialYou won't hear either of these regional banks complaining about it, but it's nevertheless an interesting question given that both of them have bigger balance sheets than State Street.
Jan 29, 2016 by John Maxfield5 Things U.S. Bancorp CEO Richard Davis Wants You to KnowDistilling the latest comments from U.S. Bancorp CEO Richard Davis.
Jan 28, 2016 by John MaxfieldThe Greatest Shareholder Letter Ever Written by a Bank CEOThe seeds of JPMorgan Chase's re-emergence to the apex of global finance were planted in Jamie Dimon's 2006 letter to shareholders.
Jan 27, 2016 by John MaxfieldThe 10 Biggest Banks in America (4Q15)Here's how the top players in the bank industry ranked by size at the end of 2015
Jan 27, 2016 by John MaxfieldThe Smart Way to Invest During a Stock Market CorrectionInvestors can profit handsomely from stock market corrections if they invest in quality companies, average into their positions, and then wait until their unrealized losses evolve into gains.
Jan 26, 2016 by John MaxfieldHow Exposed Are Bank of America and JPMorgan Chase to China?Their direct exposure is very manageable, but the bigger concern is if China's problems infect the U.S. economy.
Jan 26, 2016 by John MaxfieldHow Much Will Higher Interest Rates Boost Bank of America and Wells Fargo's Earnings?Higher interest rates will make banks much more profitable, which will then filter through to their stock prices.
Jan 25, 2016 by John MaxfieldThis Chart About M&T Bank Will Blow Your MindM&T Bank's returns under CEO Robert Wilmers make the performance of other bank CEOs seem like child's play.
Jan 25, 2016 by John Maxfield1 Question Bank Investors Should Be Asking Come MarchIt remains to be seen how strict the Federal Reserve will be this year when it comes to bank payout ratios.
Jan 23, 2016 by John MaxfieldThe Simple Math That Makes Bank of America's Stock So CompellingIf you follow my logic, it should be clear that Bank of America's share are cheap right now.
Jan 22, 2016 by John MaxfieldU.S. Bancorp Has Paid a Dividend Every Year Since Abraham Lincoln Was PresidentIf you’re looking for a reliable dividend stock, you could do a lot worse than U.S. Bancorp.
