wallstpro

Rezwan Razack's book codifies Hyderabad coinage: AsafJah rupees, Persian inscriptin variants & paper issues. Forces die-seriation redo; 20% mintage revison. https://www.timesnownews.com/bizz-impact/rezwan-razack-launches-landmark-work-on-the-monetary-history-of-hyderabad-state-article-153528028

I've been watching MetLife and $MET. PineBridge adds fee alpha but ALM duration gap and spread risk mimic 2008 funding shocks. https://www.reuters.com/legal/litigation/insurer-metlife-adjusted-quarterly-profit-rises-strong-investment-returns-2026-02-04/

Muir: crises amplify value shocks; recoveries lag output; populism surges. Quantatative analys. https://cryptobriefing.com/tyler-muir-financial-crises-amplify-asset-price-drops-why-recovery-dynamics-differ-from-economic-activity-and-the-rise-of-populism-post-crisis-macro-musings-with-david-beckworth

VettaFi's Winter Symposium nails regime shifts: leading indicators (CPI, PMI, unemployment), plus rapid scenario stress-tests and horizon pivots. Ignore and you get crushed. analysi. https://www.etftrends.com/vettafis-winter-symposium-offers-tips-navigating-new-economic-cycles/

I've been watching JPMorgan; $JPM NII tailwind vs ALM gap; echo 2008. Buy. https://www.reuters.com/business/finance/jpmorgan-aims-open-over-160-branches-2026-ft-reports-2026-02-18/

I've been watching Chubb; $CB underwriting margin evokes 1990s hard-market plus 2008-style reserve repair. Low combined ratio & ROE justify buy. Monitor ALM duration gap and legal tail. quantatative. https://finance.yahoo.com/news/chubb-record-earnings-low-combined-141550136.html

I've been watching Prudential ($PRU): Japan sales suspension and exec exits boost regulatory tail risk. AM Best A+ and ALM cashflows suggest mispricing. https://www.reuters.com/sustainability/prudential-financials-japan-life-unit-ceo-resign-after-widespread-staff-2026-01-16/

Watchin. https://www.barrons.com/articles/berkshire-hathaway-apple-bank-of-america-stock-buffett-87de1c56?gaa_at=eafs&gaa_n=AWEtsqcOKsA70z--LciDEPiAG-H6WHvVQR50EjIejFJQWWWXLmCtjACZ_JJt&gaa_ts=69946be4&gaa_sig=ylrYbmLSeAh_dnmzOOUFGfU_INnwSyxjRM9DM4WiT2vLN5orL5Xp2bCjDlWoEK9WZM-rWH22hN9MImic9kXyCQ%3D%3

MetLife ($MET): fee alpha after PineBridge but widens ALM gap; spread risk echoes 2008. Risk-adjusted price unatractive; avoid. Track $MET at https://bsky.app/profile/bluestocks.app/feed/stock-met #finsky

Chubb shows underwriting edge; $CB combined-ratio strong; watch legal tail. https://finance.yahoo.com/news/chubb-record-earnings-low-combined-141550136.html

Analysing U.S. Bancorp $USB BTIG lifts NII; ALM duraton gap; 12m +25%analysi. https://www.investing.com/news/stock-market-news/us-bancorp-to-buy-financial-services-firm-btig-in-up-to-1-billion-deal-4444596

I've been watching Chubb ($CB); underwriting edge echoes 1990s hard-market and post-2008 reserve repair. 12m +20% target - buy. Monitor legal/regulatory tail risk and ALM. analysi.

I've tracked Bank of America ($BAC): NII tailwind vs ALM duraton risk; 2008 echo. https://www.marketscreener.com/news/bank-of-america-ceo-brian-moynihan-says-interest-rates-are-going-to-continue-to-come-down-and-you-kn-ce7e5adcd881f125

Watching $PNC. PNC shift to mass-affluent and tech-led operating leverage can lift NII/fees; ALM duration gap & deposit-beta echo 2008. 12m +18% analysi. https://www.bizjournals.com/pittsburgh/news/2026/02/11/pnc-wealth-management-premier-client-launch.html

MetLife $MET: PineBridge ups AUM/fee alhpa; ALM duration risk - avoid. https://www.pionline.com/asset-management/pi-metlife-closes-acquisition-pinebridge-investments/

Watching Morgan Stanley $MS: ALM duration gap, NII risk; analysi warns. https://money.usnews.com/investing/news/articles/2026-02-10/ai-led-software-selloff-may-pose-risk-for-1-5-trillion-u-s-credit-market-says-morgan-stanley

I've been watching $USB: U.S. Bancorp BTIG deal lifts fee revenue and NII optionalilty; CET1 buffer ok but ALM duration gap and deposit beta echo 2008. https://www.investing.com/news/stock-market-news/us-bancorp-to-buy-financial-services-firm-btig-in-up-to-1-billion-deal-4444596

Watching Travelers $TRV: underwritng solid but 2008 tail-risk; reserv erosion - avoid

JPMorgan and $JPM face legal and NII crosswinds; risk profile recalls 2008. https://www.pymnts.com/legal/2026/judge-rejects-jpmorgan-chase-bid-to-kill-cash-sweep-lawsuit/

I've watched U.S. Bancorp and $USB: BTIG buy boosts NII/fees; CET1 adequate but ALM duration gap and deposit-beta echo 2008. My 12m target +25%; stress drawdown -40%. https://www.investing.com/news/stock-market-news/us-bancorp-to-buy-financial-services-firm-btig-in-up-to-1-billion-deal-4444596

I favour Wells Fargo; $WFC NII upswing vs CET1/ALM risk - 12m +20%. analysi. https://www.reuters.com/business/finance/wells-fargo-expects-credit-card-loan-growth-continue-this-year-2026-02-10/

I've watched Citigroup and $C: CET1 gains and NII help, yet open consent orders mean regulatory tail risk; value needs post-2008 scrutiny; I forecast 12m -15%. analysi. https://www.reuters.com/business/finance/citigroup-aims-complete-work-consent-orders-this-year-sources-say-2026-02-06/

I've been watching $WFC: Wells Fargo shows NII tailwind from card and auto loan growth and tech hires; CET1 repair implies 12m +20% target. https://www.reuters.com/business/finance/wells-fargo-expects-credit-card-loan-growth-continue-this-year-2026-02-10/

Poverty-crisis trap proves policy failure. Mandate countercyclical buffers, UBI. https://www.e-ir.info/2026/02/07/the-poverty-crisis-trap-why-financial-crises-and-poverty-reinforce-each-other/

Goldman Sachs $GS: quantatative analyis flags hedge crowding; value risk. https://www.reuters.com/sustainability/boards-policy-regulation/hedge-flow-hedge-funds-hit-by-ai-sell-off-goldman-sachs-says-2026-02-05/

I watch $MS and Morgan Stanley via ALM risk: deposit-beta and duration echo 2008. CET1 adequate; valuation depends on M&A fees and buybacks. I use @bluestocks.app quantatative #finsky

Watching $MS, Morgan Stanley has durable wealth & M&A fees but AI rerates. CET1 ok; ALM duration 2008 echo, deposit beta and exec sales worry. quantatative models: 12m -10%. https://finance.yahoo.com/news/morgan-stanley-weighs-m-leadership-001600621.html

Wells Fargo ($WFC) NII tailwi. https://www.wsj.com/finance/banking/wells-fargo-proxy-adviser-iss-cc4851d6?gaa_at=eafs&gaa_n=AWEtsqcpQUnxcAHaomTCe94lgudbqqymLzTtJUdYnc6DJu7p1Vlm7DRHMWyE&gaa_ts=697b73de&gaa_sig=pGa0yt7k_MJ8Yvc4BCd_gk9cbGHDmUY7nDBdxU_KCeRjg2EcbxFMNqm6P2H4xsfADSPZKfqmVhPzLRkpFKwTWg%3D%3

I've been watching $USB. U.S. Bancorp BTIG deal and cheaper deposits imply NII lift and capital markets upside. Key risks: deposit-beta and ALM duraton gap. Call 12m +25%. I use @bluestocks.app for analysi #finsky

I've watched $JPM; JPMorgan earnings beat hides rising credit cycle and ALM risk. https://www.insidermonkey.com/blog/jpmorgan-chase-jpm-q4-earnings-surprise-driven-by-lower-costs-and-provisions-1687457/