We end the week on a high. But wow, if we've been riddled with doubts, where is your mind been at. Yeah, it has been a really interesting tape in recent weeks and months.I mean, the debate around I, the return on investment around I, around the quality of the balance sheets, the war on the model front, right between activity and Google's Gemini. And I think moving forward, markets are realising this is going to be less of a competition on just the innovation, although the innovation is really important, but ...

get ready to learn balance sheets buddy:https://t.co/YOxJbwb1oZ ...

European real estate companies have been buying back junior bonds like never before, seeking to get their balance sheets in order after a tumultuous few years https://t.co/fV7YunrqLk ...

Regulatory Updates - Treasury Department indicates banks can hold crypto assets on their balance sheets under specific conditions [1]

How CFOs Can Keep Balance Sheets Healthy As Medical Costs Climb https://t.co/L6633TUGxy ...

Nigeria’s companies are set to use their renewed profits to rebuild their balance sheets and fuel growth after a bruising 2024 https://t.co/Gpu0IDHoHy ...

Bank Balance Sheet & Credit Quality - Banks have significantly tightened credit standards since the financial crisis, with leverage decreased [1][2] - Non-performing assets and non-accrual assets are coming off multi-year lows, indicating a normalization process [4] - Limited balance sheet growth in banks contrasts with substantial growth in private credit, which is receiving considerable attention [5] - Bank balance sheets are generally in a good position due to stricter underwriting standards implemented over the past 15 years, largely driven by regulation; one-off issues are expected [6] Regional Bank Investment & Valuation - There is a 30% valuation differential between the largest universal banks (e.g, JP Morgan) and some regional banks [7] - KBW currently recommends overweighting the universal banks due to their consistency and strong ROE, despite exposure to similar credits [8] - Select regional banks in the $50 billion to $100 billion asset range are primed for deregulation and trading at attractive valuations (e.g, East West, Colia, Webster Financial trading at eight times earnings) [8] - In times of uncertainty, valuation becomes secondary as investors prioritize assessing exposures and selling first [9] Potential Opportunities - Opportunities may arise in the medium term, as demonstrated by Western Alliance's successful navigation of past crises and subsequent investor gains [10]

The rules of the game are changing for companies that plan to use UK courts to restructure their balance sheets. Read it here in The Brink. https://t.co/NNY7t2aecl ...