Bank Strategy – A rough week for the Regionals; Assessing the A.I. Impacts – Thoughts on NDFI loans and question bank for next week’s conference. Bill Hebel March 2, 2026 7:53 AM
Bank Weekly – Wrapping up a wild week of A.I. rotation with a private credit cherry on top. Bill Hebel February 20, 2026 6:39 AM
Strong Price Momentum meets the start of Conference Season – Investor Thoughts; HBAN & RF Investor Updates Bill Hebel February 10, 2026 8:06 AM
Bank & Rates Strategy (Video): Recent FOMC Meeting Commentary and Kevin Warsh selection continues to favor Banks Bill Hebel February 2, 2026 2:52 PM
2026 – The Revenge of the Regionals – Capital Rationalization and Deregulation to Drive Better Returns – Reiterate Sector Outperform on USB and Sector Underperform on WFC Bill Hebel January 8, 2026 4:05 PM
Financial Strategy: Current Economic Outlook & “The Higher Speed Limit” – Positive Backdrop for the Banks into ’26 Bill Hebel December 19, 2025 3:41 PM
