Insights
In order to make sound investment decisions today, we are forced on making long term projections of portfolio returns. The methodology, assumptions, and original inputs for our approach to predicting long term portfolio returns are originally documented in our white paper titled, Projecting Long Term...
In this issue of The Bank Shot, our quarterly newsletter for community banks, we take a robust look at the bank M&A arena in 2017. Click here to read the full report....
We are pleased to present the latest installment of Banking Almanac, a comprehensive report on all Alabama banks and thrifts with data as of and for the year ended December 31, 2017. Click here for Banking Almanac in PDF. This report examines Alabama institutions by a variety of...
Our Municipal Market Update is data-driven, one page sheet that is intended to give you an overview of key interest rates – both floating and swap-to-fixed as well as the credit spreads of key local and state entities with data as of January 31, 2018. Figure 1:...
The Wall Street Journal ran a periodic column a few years ago that compared the performance of some of the best stock pickers to that of monkeys throwing darts at a page of stock listings. After some time, the “monkeys” had done so well that...
