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Financial Services Research

Serving our clients with actionable and insightful research

Our analysts have deep expertise in local markets and leveraging volatility trackers to keep investors ahead of the curve.


Senior analysts


Stocks covered


Research reports published in 2022

Community, regional and diversified banks need experienced analysts with local market knowledge to identify companies positioned for outperformance or underperformance. Understanding complex income statements and balanced sheets is something our team of 20 publishing analysts covering 230 banks have in surplus. The team divides the country geographically to capture deposit and loan activity along with growth, organic and inorganic. Consumer & mortgage finance, insurance, exchanges, real estate, and asset managers are a vital component of the ecosystem and require a unique skill set which our team has covering 120 non-bank financial companies. Leveraging our monthly mortgage/housing, credit card and auto monitors, or our fund flow tracking, volume and volatility trackers we keep investors ahead of the curve to choose the winners.

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The Bank Vault

The Bank Vault is a publication from the financial services group aimed at taking a deeper dive into various issues facing the banking sector. Our goal is to provide historical context around these issues, the potential future impact and stock ideas that might stand to benefit.

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