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Posts published in “Featured”

The First [Republic] Problem

SUMMARY In the near-term, FRC appears to have little to no earnings power.  FRC’s dividends will be suspended to preserve capital.  Because FRC is at…

FRC, XLF, Buys on Overblow Bank Runs?

Lawinfo.info took small speculative positions in FRC and is considering XLF (a bank ETF) today, on overblown fears of contagion. With a book value around…

FT Saturday Nuggets

The big theme for near-term investment decisions is; should we trim equity exposure to mitigate risk of higher-than-expected interest rate increases, or is the worst…

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