Charting Banking
This series started as a way of getting a grip on the USA banking troubles that were critical for the health of its economy and prospect of its capital markets. For the moment I am listing the posts chronologically. The topic of each one of them was decided on what grabbed my attention at the moment and the access to interesting data. Enjoy
- Series intro
- Interest spread
- Net interest margin
- Funding
- Construction and development Loans
- Commercial real estate loans
- Industry profits
- Historic price to book
- More on construction and development loans
- The Texas ratio theory
- The Texas ratio in practice
- More on the Texas ratio
- The Texas ratio by bank size
- History of bank failures
- More on bank failures
- Fed Survey on Lending Practices
- Loans to deposits
- Loans to deposits history
- Historic ROE and ROA
- History of financial crisis
- Short history of the last 25 years
- Nonperforming loans by category
- Holding banking doomsayers accountable
- Once again, the banking sector is improving
- Was not CRE the next shoe to drop?
- Three years after Lehman
- Banking quick review: assets and liabilities
- Banking quick review: income statement
- Banking quick review: asset quality
- Tangible common equity
- Pre-tax pre-provision earnings
