State Street KRE SPDR S&P Regional Baking ETF event-driven price levels. 10-year 30-day standard deviation price band chart, trailing 252 days ($69.245 price snapshot during 5/5/26).
January 6, 2021: Election results confirmed. Read more.
34 regional bank Q1 2020 to Q1 2026 dashboard updated through Q1 2026 and now optimized for mobile.
The Feed. A reader for the open web.
Paste any URL, blog, news site, RSS feed, Substack; and it pulls the latest posts. No account, no algorithm, no platform. Your follow list lives in your browser; nothing leaves your machine except the requests that fetch the feeds you follow.
Click anything that catches your eye. Editing is turned off in the demo, but the article links work. (feed snapshot as of 5/2/26)
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4/22/26 Tesla (TSLA) update. Earnings announcement today. Looking like battleground will be between $366.35 and $408.73. More here.
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Kevin Warsh at Senate Hearing (1:12:47): "We take out all of the tail-risks, all of the one-off items, and we ask ourselves whether the generalized change in prices is having second-order effects on the economy.”
Jerome Powell at Harvard (46:46): "You know about fat tails right? It's not a normal distribution. The tails are fat and however fat you think they are they're fatter than that."
Here is snapshot of Federal Reserve February 1975 GreenBook. The 1st book to include the measure of inflation excluding food and energy.
Zions Bancorporation (ZION) ROTCE + P/TBV + earnings call commentary + productivity as measured by real assets per employee. Details here.
A chart of PCE inflation versus the gap between All Commodities PPI and Final Demand PPI shows they tend to rise and fall together, reflecting shared inflationary pressure across producers and consumers over time.
March 2026 PCE through different windows.
Chart 1: Gasoline accounted for 42% of March's spending increase. (81.3 ÷ 195.4 = 0.416 --> 42%)
Chart 2: Gasoline is about 2.3% of total PCE
Chart 3: 3-month, 6-month and 12-month price change, annualized.
BANKING REFORM introduced granular LTV tables for traditional lending while treating $1.2T in NDFI (mortgage intermediaries, private equity funds, consumer & business credit) as one?
Excluding non-depository financial institutions (NDFI), when compared to large banks, small banks have lent more in loans and leases in bank credit over the last 10 years by ~$1 trillion. Large banks have lent ~$849 billion more over that same time period to NDFIs. More here.
Huntington Bancshares (HBAN) Q1 2020 to Q1 2026 fundamental chart with earnings call excerpts, earnings call audio excerpt, and macro-event-driven moving average price regime charts. Latest Close (4/24/26) ($16.55): Above... Full HBAN details
Did 2020 or 2022 kill the 60/40?* Bond liquidity within bond funds may be normalizing sequence of returns risk for retirees.
Jerome Powell 3/30 at Harvard: "you know about fat tails? However, fat you think they are, they're fatter than that."
"The 60-40 portfolio is suffering its worst month since 2022". Scott Wapner, 3/30/26 CNBC Halftime report.
Take a look at Fidelity, JP Morgan, American Funds, Vanguard, Blackrock, T. Rowe Price target date retirement funds YTD (3/27/26) and 2022. More here.
Western Alliance Bancorporation (WAL) Q1 2026 earnings, including Q1 2020 to Q1 2026 fundamental chart with earnings call excerpts, earnings call audio excerpt, and macro-event-driven moving average price regime charts. Audio includes discussion about $152.5 million in charge-offs across two loans... Full WAL details
The last KKR 40-APP amendment included two funds who gated investor redemptions, K-FIT and K-ABF. The newest amendment, filed April 27, 2026, adds Muskoka JV LLC. Hopefully not the same Muskoka that's flooding right now. More here.
21st Century ROAD to Housing Act.
think section 205 has some teeth? Cities that build more housing get a bigger slice of federal community development dollars; cities that don't get docked 10%. That's a stick right?
initial read on §901 is that it explicitly exempts build-to-rent. Investors can still buy newly constructed SF homes to rent. Catch: 7-year disposal requirement — though REITs may be exempt from that if disposal triggers prohibited transaction tax.
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Housing + Banking: Senate amendment bans Fed Central Bank Digital Currency (sunsets 2030). House version discussed community banks.
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Here for interactive chart. Chart is but one framework for looking at impact of Senate bill. still has to go back to House. None of this means any entity is a good steward of capital and/or has circumstances favorable to success. Do your homework. I've stopped homework here given potential for everything to change. Would like to confirm ownerships.
shout out Ms. C. for talking about compound interest first day of pre-calc. made frame-by-frame, before AI.