Moody’s Credit Agency Jumps on Board and Downgrades 10 Banks along with “Keep an Eye Out” for More ….
Moody's Downgrade
Category Debt – Debt Management
Fitch Downgrade… On the way home… More Resident Pictures… Happy Friday …
Fitch Downgrade leads to higher rates!
Q3 2023 J.K. Financial, Inc. Newsletter … Rate Increases re-review Forward Looking Effects- Research Affiliates Robert Arnott 10 Year Expectations … What we are doing this Summer … By John Kvale CFA, CFP …
Q 3 2023 J.K. Financial, Inc. Newsletter, Expected Returns, New Allocations , Summer Plans
Robert Kaplan Speaks Candidly, Echoes Our Main Thoughts for the Newsletter – NICE – There is Still Stimulus out there and Higher for Longer!
Kaplan Talks FOMC and Powell, Candidly
College/Student Loan Update – Forgiveness at Supreme Court ? … Payment Commencement Clock Ticking (60 days) …
Student Loan Update
Rates… Fastest Increase Review … Looking Forward for Effects … Newsletter Precursor …
Looking forward at Higher Rates Expectations
Debt Ceiling History/Thoughts … Pools Ready to Open in our Neighborhoods … Memorial Day on the Horizon …
Debt Ceiling Drama on the Horizon as is Memorial Day!
Kastle Back to Work… Stuck on Half Way! Effects beginning to be seen …
Kastle and REIT Analysis
CoCo Bonds – Contingent Convertible aka AT 1 Bonds – Advanced Analysis Part 3 of ? BREAK IN: Do NOT add to a Bank Run – Easier than you think to Accidentally Do!
Coco Bonds Explained - A European thing
Fed Week, Tough Decisions … New “Happy Bank” Back Stop Facility – The BTFP – Bank Term Funding Loan Program … Bank Headlines Continue – Reminder Thought On Late Cycle Headlines …
BTFP - Bank Term Funding Loan Program Created