Stephen Gandel @stephengandel
Reinforcing priors since at least 1996. @ft ex @nytimes @cbsnews @bloomberg @fortunemagazine @time. On Signal. DM for contact info. muckrack.com/stephengandel Manhattan, NY Joined March 2010-
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CRE bubble watch: Bank of America, which just filed its Q1 report, had more delinquent commercial real estate loans, but, once again, cut their allowance to cover bad CRE debts.
.@DennisKelleher spoke to the @FT’s @brookeamasters @stef_palma @stephengandel about an @FDIC proposal aimed at ensuring asset managers do not seek too much influence over the banks in which they hold large stakes. ft.com/content/9a89a4…
Citigroup CEO Jane Fraser: "The market is too benign about the macro risk factors out there."
This is more like quarterback on Monday morning of the following year. He's quarterbacking the game from last season. And forgetting how he played his own game.
This is more like quarterback on Monday morning of the following year. He's quarterbacking the game from last season. And forgetting how he played his own game.
Big surprise was pace of job cuts. CFO says 7,000 employees have been notified that their jobs have been eliminated, about 2,000 more than the bank had previously said would be eliminated in first round.
Big surprise was pace of job cuts. CFO says 7,000 employees have been notified that their jobs have been eliminated, about 2,000 more than the bank had previously said would be eliminated in first round.
Here’s my story, from last year, on IntraFi and the rise (and rent seeking) of reciprocal deposits. ft.com/content/5ff8b9…
Who's the lender who finally agreed to put up the $175mn bond for Donald Trump in his NY fraud case? An L.A. auto-loan billionaire who's given to @GOP causes and had a run-in with the @CFBP. @stephengandel has some great detail on Don Hankey: ft.com/content/beaae3…
Hey there's still an appeal to be filed
Should we just assume all college aid start-ups are frauds? Any reason why this is a good area to be fraudy? nytimes.com/2024/03/25/tec…
Warren Buffett in one of low points of his career got a phone call out of the blue with help. Previously untold anecdote from an obituary of another former Wall Street titan who died this week. on.ft.com/43ADxz6
When four insurance brokers and 30 insurers can't get it done... @JoeMillerJr reports "Donald Trump’s lawyers say he cannot raise $464mn bond in New York fraud case" ft.com/content/b16b03…
Tom Naratil, the former head of UBS's US business, is part of a new blank-cheque company aiming to scoop up failed US banks @stephengandel with the story here 👇 ft.com/content/481e69…
As a non-deals reporter, stories about deals that either haven’t happened yet and won’t or never did are like two-thirds of what M&A reporters write. No?
The FDIC is set to report its official quarterly profit numbers for all banks at 10 am. FT reported the preliminary numbers from raw data nearly a month ago. Here's what we got: ft.com/content/f102d5…
🏦Welcome 🏦
FDIC is telling banks that rescue of SVB and Signature are turning out to be more costly than initially expected. Both Citi and PNC said today they expect hundred of millions more in fees from the special assessment in the first quarter.
Another day another scoop by @stephenfoley PwC strips partners of leadership roles over election rule breaches ft.com/content/ad18bb… via @FT
Check out this *beautiful* chart of consensus US growth forecasts for 2024. Not even a soft landing, just a brief refuelling. ft.com/content/0d58cb…
Ben Hunt @EpsilonTheory
167K Followers 2K Following Hope has two beautiful daughters - Anger and Courage. Anger at the way things are, and Courage to see that they do not remain as they are. - St. AugustineDan Primack @danprimack
150K Followers 5K Following Biz ed @Axios. Pro Rata newsletter. Native Masshole. [email protected]. DM for Signal/Telegram. Or send tips anonymously via https://t.co/di6m7R3C3U.Barry Ritholtz @Ritholtz
220K Followers 3K Following Welcome to the Dopamine factory! Chair/CIO of RWM https://t.co/St006fc1z6 Masters-in-Business podcast/radio host Director of Twitter Cognitive DissonanceRyan Mac 🙃 @RMac18
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266K Followers 3K Following Senior ETF Analyst for @Bloomberg. Dad. Rutgers grad. Gen X-er. Author of "The Institutional ETF Toolbox" & "The Bogle Effect.” Co-host of Trillions & ETF IQ.Ram Ahluwalia CFA, Lu.. @ramahluwalia
35K Followers 9K Following CEO of @lumidawealth. prev: Founded PeerIQ (exited). ex-Wall St. Non-Consensus Investing, Alts, Digital Assets. Disproving the EMH one day at a time.Matt Stoller @matthewstoller
144K Followers 3K Following Hi. I work at the American Economic Liberties Project. I wrote a book called Goliath and the monopoly-focused newsletter BIG: https://t.co/8QDW3bH1y3Sonali Basak @sonalibasak
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12K Followers 13K Following Freelance journalist writing about stocks, personal finance, banking, tech and energy. Formerly at @TheStreet. Proud Purdue grad.tom keene @tomkeene
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66 Followers 673 FollowingRANDI KAYLA \\ \\ VTU.. @randi_kayla
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44K Followers 3K Following @FT Corporate Finance Editor. Digging into dubious debt etc. Have a tip? Email: [email protected] / [email protected] | WhatsApp/Signal: +447921685062TheresaAlice @UM80Fx813nV94
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246 Followers 2K FollowingOliver Sacks @oliver_sacks123
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47 Followers 2K FollowingStewart Rogers @TheRealSJR
25K Followers 4K Following 💻 Journalist/speaker/founder/musician ✍️ Co-founder at ⅄Oᒋ⅋NOISՈᖵNOϽ, Editor-at-Large @DataconomyMedia and @ArcticStartup, @Venturebeat MC, & more... 📍 NLBill Abbate Jr. @JrAbbate
1K Followers 248 Following My Tweets are my personal opinions and NOT financial advice. Please do your own due diligence. Assume I have a position if you’re reading my Tweets.PHILLY @PHILLYTVShow
65 Followers 100 Following PHILLY is a new Adult animated tv show about a nuclear family surviving poverty and each other in the city of Philadelphia PA. #animation #Trending #save2DRoad To Honour @RoadToHonour
388 Followers 4K Following Any time you beg another man to set you free, you will never be free. - Malcolm X || Copywriting & SalesRegional Bank Insider @Finance_Now_
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23K Followers 12K Following Here to serve. President & CEO @CitizensEdmond & the military bank @bankonroger; Army mom, spouse & vet; Navy mom; Civilian Aide to the @SecArmy; Views=Minerneb @rnebbi
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13 Followers 254 FollowingE. TA. NA. 𒂊𒋫�.. @HelinKuningas
440 Followers 1K Following “Thirteenth Son of the Swan” …Princeps Omnium Rerum… “The Shepherd, Who Ascended to Heaven and Consolidated All the Foreign Countries.” ᛉwoof of wall rd. @fierro_ronnie
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8K Followers 3K Following δ γ θ 📉📈 smoothing curves and exploiting kinks, SIG Alum. Rebuilding after natural disasters. 🌊🌬️🌪️Energy derivatives trader. Never investment advice. 🛢️geoooooooo @geoisfresh
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154 Followers 1K Following 🎙️ Mordor state-affiliated journalist. Described unanimously by my friends as "Loyal Evil". Won the "Little Mouth of Sauron" award in the year 3012, Third Age.Brian Knight @brianrknight
329 Followers 391 Following Senior Research Fellow at the @mercatus specializing in financial regulation and barbecue.Joe Weisenthal @TheStalwart
356K Followers 6K Following One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.Kara Swisher @karaswisher
1.5M Followers 2K Following “Vitriolic” and now “shrill”media lady, though dogs can hear me loud and clearRamp Capital @RampCapitalLLC
345K Followers 621 Following Master shape rotator (+0m followers on TikTok, never been acquired, not a parody)Josh Marshall @joshtpm
392K Followers 867 Following Founder & reigning monarch at TPM. Lapsed historian. Polk Award winner. Hand tool woodworker. ✡️ (Sign up for The Backchannel https://t.co/GpsQ8cC6vk)Ben Hunt @EpsilonTheory
167K Followers 2K Following Hope has two beautiful daughters - Anger and Courage. Anger at the way things are, and Courage to see that they do not remain as they are. - St. AugustineIvan the K™ @IvanTheK
61K Followers 613 Following Lead Independent Director of Finance Twitter. Portfolio Mangler. Take each tweet with a grain of sea salt. Not opinions of Bridgewater LLC.Carl Quintanilla @carlquintanilla
425K Followers 6K Following 24 years @CNBC & @NBCNews / Peabody Award, Emmy, Murrow, duPont recipient / @WSJ alum / Board member, @NYCityCenter & @SH_cinemaDan Primack @danprimack
150K Followers 5K Following Biz ed @Axios. Pro Rata newsletter. Native Masshole. [email protected]. DM for Signal/Telegram. Or send tips anonymously via https://t.co/di6m7R3C3U.rat king 🐀 @MikeIsaac
193K Followers 6K Following NYT tech reporter. tell me stuff at [email protected] or [email protected] / Text my signal username with tips: MikeIsaac.38Barry Ritholtz @Ritholtz
220K Followers 3K Following Welcome to the Dopamine factory! Chair/CIO of RWM https://t.co/St006fc1z6 Masters-in-Business podcast/radio host Director of Twitter Cognitive DissonanceRyan Mac 🙃 @RMac18
92K Followers 5K Following tech reporter @NYTimes. [email protected] & [email protected]. DMs open. On Signal: rmac.18Brian Stelter @brianstelter
784K Followers 8K Following Author, https://t.co/sGeOrrfY95 / Special correspondent, @VanityFair / Host, "Inside the Hive" / Producer, @TheMorningShow / Stay-at-home dad / bstelter@gmailHeidi N. Moore @moorehn
111K Followers 10K Following Slowwwly backing away from this place I liked. Ex-WSJ, Marketplace, Guardian. moorehn on Bsky. I followed u for pics of your pet. She/her. Hi.Jim Bianco @biancoresearch
395K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.ethEric Balchunas @EricBalchunas
266K Followers 3K Following Senior ETF Analyst for @Bloomberg. Dad. Rutgers grad. Gen X-er. Author of "The Institutional ETF Toolbox" & "The Bogle Effect.” Co-host of Trillions & ETF IQ.Ram Ahluwalia CFA, Lu.. @ramahluwalia
35K Followers 9K Following CEO of @lumidawealth. prev: Founded PeerIQ (exited). ex-Wall St. Non-Consensus Investing, Alts, Digital Assets. Disproving the EMH one day at a time.Jeanna Smialek @jeannasmialek
66K Followers 2K Following Federal Reserve and economy reporter @nytimes. Pittsburgh native, Tar Heel. Wrote a book on central banking's new era, link below.DIRTY BUBBLE MEDIA: G.. @MikeBurgersburg
60K Followers 829 Following Dr. Jekyll’s Mr. Hyde. “OSINT googler”- Anon. “World’s Greatest Troll.” -@smallcapsteve. “Chaos Journalist”- @edzitron.Kai Ryssdal @kairyssdal
267K Followers 955 Following Dad, husband, host @Marketplace. IPAs. Soccer referee, runner, mountain biker. Veteran.Barbara Wagner @Jet_settera
37 Followers 9 Following #Travel + #Lifestyle Blogger Journey across 93 countries, Women and human rights activistArthur Levitt @ArthurLevitt
7K Followers 196 Following Former SEC Chairman, Board of Bloomberg LP, Advisor to @Promontory, Figure, Bitpay, Omniex,PeerIQ, Blockchain. Author “Take on the Street.”Evil Stewart Rogers @TheNotoriousSJR
3K Followers 4K Following Living life in the snark lane. Evil twin of @TheRealSJR. Views are my own, or not. You decide.Stewart Rogers @TheRealSJR
25K Followers 4K Following 💻 Journalist/speaker/founder/musician ✍️ Co-founder at ⅄Oᒋ⅋NOISՈᖵNOϽ, Editor-at-Large @DataconomyMedia and @ArcticStartup, @Venturebeat MC, & more... 📍 NLBill Abbate Jr. @JrAbbate
1K Followers 248 Following My Tweets are my personal opinions and NOT financial advice. Please do your own due diligence. Assume I have a position if you’re reading my Tweets.Ivan Werning @IvanWerning
63K Followers 2K Following MIT Professor of Economics | Macro, International, Public, Monetary, Taxes, Finance | v = u + β v | Beatles | Boston ArgentinaJill Castilla @JillCastilla
23K Followers 12K Following Here to serve. President & CEO @CitizensEdmond & the military bank @bankonroger; Army mom, spouse & vet; Navy mom; Civilian Aide to the @SecArmy; Views=MineRegional Bank Insider @Finance_Now_
166 Followers 122 FollowingEthan Wu 🇺🇸🇹.. @EthanYWu
4K Followers 613 Following Soon: Asia correspondent @TheEconomist. Previously: hosted/wrote @FT Unhedged markets & finance pod/newsletter.Nadine Youssef @nadinenyoussef
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3K Followers 1K Following Work, inequality & policy for @FortuneMagazine. Priors: @CBSNews, @HuffPost, @CrainsNewYork, @newmarkjschool. DMs open for complaints about your job.High Yield Harry @HighyieldHarry
96K Followers 187 Following Levered Finance Memes & Satire. Parodying Finance. Instagram FinMeme Account. Sign up for my Credit and Buyside focused Newsletter ⬇️Jack Stone Truitt @JackStoneTruitt
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14K Followers 613 Following Real estate & CMBS debt restructuring advisory & Investments | Patents x3 | Not Investment or legal advice | Follow to hear the quiet part out loudJessica Mathews @jessicakmathews
6K Followers 2K Following Writing about unicorns and venture capital @FortuneMagazine. Bad at Twitter. Tips: jessica.mathews(@)https://t.co/pOVJmE50EG | DM for SignalMichael Mauboussin @mjmauboussin
135K Followers 347 Following Decisions, books, investing, mental models, complex adaptive systems, skill, luck. Adjunct Prof @Columbia_Biz and Chairman Emeritus of the Board @sfiscienceCoalition Greenwich (.. @CoalitionGrnwch
5K Followers 3K Following A leading global provider of strategic benchmarking, analytics & insights to the financial services industry. We are part of @CRISILLimited / @SPGlobal.Craig Coben @thekrazykobra
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23K Followers 4K Following Fintech theorist, theorizing at @FintechTakes.Jason Mikula @mikulaja
18K Followers 3K Following Fintech Business Weekly publisher: subscribe👇| Doodles, fintech/banking & food pics | Ex- Goldman Sachs, Enova, LendUp, Peace Corp Vol.Nate Anderson @NateHindenburg
57K Followers 1K Following Personal account. Check @hindenburgres for the research, come here for the color commentary. All opinions, all opinions my own.Tig Notaro @TigNotaro
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3K Followers 2K Following AME for @ft. Formerly @insider, @qz, @WSJ, @Reuters, @Newsweek. Currently in London via New York and Johannesburg.The Kobeissi Letter @KobeissiLetter
505K Followers 514 Following Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]BankRegData @BankRegData
142 Followers 7 Followinglitquidity @litcapital
360K Followers 981 Following founder @ litquidity capital // meme slinger, investor, advisor // newsletter @exec_sum // scout @baincapvcPreston Kennedy @BankPres
3K Followers 1K Following Passionate free-market capitalist, retired community banker, proud LSU alumnus. The opinions expressed are my own.Rohit Mathur @rohitmathur01
237 Followers 929 Following CEO Bridge @bridgemktplace - Series A SMB Lending Marketplace - CRE, PO Finance, WC, Equip, Acq TL | Co-founder, Bridge built by @Citi | Views are my ownSteven Donziger @SDonziger
204K Followers 3K FollowingBrad Bolton @BradMBolton
3K Followers 1K Following Husband to @jewelsno3, Father of 3️⃣, 2 Labs, saved by grace, 2nd Gen Comm Banker Pres /CEO @CommSpiritBank & Past Chairman & Advocate of @ICBA ! Views=Mine!Bank Director @BankDirector
9K Followers 534 Following Leading resource for the financial industry since 1991. For more related content, follow us on: Spotify: https://t.co/xiGBMI9m7a Apple Music: https://t.co/nVE8FFd2kzAndrew Marshall 🇺�.. @Andrew_Marshall
4K Followers 4K Following Personal views here. Busy NewYorker #fintech #ESG #mediarelations. @ChathamHouse and @LibDems member. #bidenharrisPaul Davis @The_Bank_Slate
4K Followers 1K Following Banking Consultant at Bank Slate (https://t.co/DXqb2kSwwv); UVa alum; Wake Forest MBA; views shared are mine and just mineFinancial News @FinancialNews
91K Followers 1K Following Financial News's award-winning team of journalists sets the agenda for the City. Stay in the loop, click here for our newsletters https://t.co/Fm2sDje73gOwen Walker @OwenWalker0
4K Followers 2K Following Journalist, European banking correspondent @FT, CPFC, author of Built on a Lie, exposé of Neil Woodford scandal https://t.co/GPTzyyRiXO, @AevitasCreativeWilliam Louch @william_louch
3K Followers 587 Following Private Capital Correspondent @FT. Previously @Bloomberg @WSJPE. Coauthor of THE KEY MAN. Email: [email protected]Steven Kelly @StevenKelly49
8K Followers 202 Following Associate Director of Research at the Yale Program on Financial Stability (@YPFSatYale/@YaleSOM). Financial crises & how to fight them.David Ricketts @davidricketts
4K Followers 2K Following Asset management correspondent @financialnews @dowjones | Author: When the Fund Stops, detailing the rise & fall of Neil Woodford | School governorKiah Lau Haslett is a.. @khaslett
4K Followers 5K Following "Kiah like the car." Banking + fintech editor at @bankdirector. Midwestern nice. Bank nerd. Reader, runner, steak + soccer lover. Opinions are my own.Sarah Solomon @sarahsolfails
9K Followers 1K Following author, illustrator & rodent czar of lower manhattanJohn Cusack @johncusack
1.9M Followers 2K Following Apocalyptic shit disturber & elephant trainer. Justice for all - or no one. A retweet is not an endorsement - SEEK TRUTH SPEAK TRUTH LIVE TRUTH .Useless Plebe @uselesspleb
282 Followers 956 FollowingWhy credit-card surcharges are a hidden, worrisome inflation driver. fedfin.com/karen-petrou-c…
Berkshire annual letter….ode to Charlie …insights into Bertie..Big Five( Japanese companies Warren has yen for) ___comments on GAAP,//utility regulatory changes( won’t knowingly invest good $ after bad) ,OXY,AMX,KO .BSNF….work for country and shareholders …more later re 10k
51 Credit Unions with $131.7Bill in assets have a CAMELS rating of 3, meaning a large and growing share of assets that require immediate remediation — @TheNCUA Chair Harper sounding an 🚨 #CURegulation.
Deposit management is on 🔥 ModernFi announces $18.7 million Series A, led by Canapi and joined by a16z, Remarkable Ventures, and a group of banks including Huntington, First Horizon & Regions.
Imagine a business where you originate loans @ 16% and sell them to your "partners" at 8% ... if you're a banker you'd probably love this. If you're buying loans from BHG you ARE the partner ... what a fantastic biz line for $PNFP
$KRE office exposure heat map. People still bearish on $OZK $VLY and $NYCB? Most of the problems in the near term are going to be held in the private credit $ABR and CMBS space.
How can a credit union charge $18 million in overdraft fees, pay its CEO $12 million, buy stadium naming rights, and still be considered a 'non-profit' helping people? Ask San Diego County Credit Union and its other brand NICU, because we all see this: politico.com/news/magazine/…
I was recently accused of being a shill for several large, well-known fintech companies by someone who works for one of their competitors that has been building quietly and doing no PR or thought leadership. My guy, I'm not psychic. I write about what I see.
Q2 & Q3 are the expected "trough" in margin. While true for the industry, I can't say this will be the same for all banks.
Some of my favorite books from 2023 (in no particular order): Outlive by @PeterAttiaMD Changed some of my behaviors as a result of reading it
Being in the banking space, I’m constantly surprised how few management teams are even aware of wholesale credit market pricing. Would be like old Billy Beane only looking at players within a single zip code …
@AlderLaneEggs @FTX_Official ser alameda research was an entirely different company that had absolutely nothing to do with FTX
Lots of people including the CEO of $AX (Garrabrants) never thought I would get FOIA DOCs from the DOJ and FBI on their ill advised visit to my house. Another Bad Bet of theirs, for I dont let go of The Rope. Now its my turn
NEW: Citi plays the long game in trading revamp Exclusive interview w/ Andy Morton, Citi’s markets chief, on how he’s reshaping the third largest trading division on Wall Street “We’d rather have better returns than win in some revenue ranking contest” ifre.com/story/4139976/…
Fintech Biz Weekly 🚨SCOOP🚨 BaaS platform Solid faked revenue numbers, special committee appointed to investigate, sources reveal Solid, Evolve Bank & their client EZBanc accused of fraud & negligence in $9m lawsuit EZBanc linked to convicted Russian money launderer More 👇…
Citi Philippines CEO's vision: Philippines as a regional financial hub bankero.com.ph/citi-philippin…
The Fed is beginning to call banks with CRE concentrations INCLUDING Owner Occupied portions. The game is changing.
I've been a broken record on the forthcoming corporate credit bust--and the CERTAINTY that it would be worse than the GFC-- for a year and half. It's now starting to unfold...Busiest August for Bankruptcy filings ON RECORD
Another rent-stabilized landlord faces foreclosure therealdeal.com/new-york/2023/… | These buildings cannot be financed by banks. Only cash investors will play here and they will cut operating costs to survive. Albany has created a mess. @KathyHochul @MBAofNY