$PFBX Phil you dirty dog! Phil Timyan I see you! 👍👍👍👍 and we support!

5 Points today: - The DC banks + 2 more with DC characteristics - How GBank’s payment technology works and what it means. - Banks and stablecoins - a deposit opportunity - 3 banks trying to survive - Interviewing Ed Barry at CBNK - Why one Korean bank won’t buy stock back cheap

Someone has a new daddy $FDVA

So does anyone want to discuss the $FFBB numbers?

$FMCB You boring, beautiful thing Another nice qtr

$CEPO I will be very interested to see where this trades tomorrow... I do not think we will see $CEP rocket launch

@victaurs Similar stories in small banks where earnings ramping fast and stocks haven’t moved much yet.

Vodalus No, its about hiding information from them

$AEXA Scamath is hereeeee... Just got my IOI solicitation from underwriter How much should I request?

$BRBS Special Dividend... Billy, you are a beautiful person.

We are already seeing more upward movement in the $CLST share price over the last five months, related to Stilwell and their 13D filing, than we did in the previous 2/3 years. TBV still $19+.. Still an extensive discount and a silly amount of excess capital

Required reading November: How the Private Credit / Bank Dance Plays Out, by Colarion open.substack.com/pub/fivepoint/…

In the link above, it's happening slowly, but happening - Figure is bringing banking onchain; banks may want to pay closer attention. Also two stocks at 50% of book - $BAFN & $EGBN and what if their CFOs are telling the truth? Finally $NBN catalyst, and caution on $JEF and $OWL

The remaining assets of $NLOP

$HTFC at $24.75?? 8.3% ytw.. Don't mind if I do $HRZN is shit BDC, but the 2027 paper is fine

5 minutes before Trump’s announcement: * $1.5B notional worth of S&P500 (ES) futures are bought in a single clip. * $192M notional of oil futures (CL) sold. More than 4x-6x any other trade size during the market close. Insiders profited from his lies in broad daylight!