I discussed a few items that I intend to post about in-depth in the future.
- Recently I spent some time reviewing the Q4 numbers for the US banking industry. Specifically I investigated the narrative that this low rate environment was causing margin compression and making it hard for banks to make money. What we found was that the majority of US banks have experienced expanding net interest margins over the past year.
- One area of the banking market I've spent some time looking at recently are the regional banks. These are discussed in the show. Two regional banks stand out as more attractively valued: FITB and STI.