William D. Cohan November 1, 2023
The BofA $136B Dynamite Stick
Could there ever be a proverbial “run on the bank” at Bank of America, as there was at SVB earlier this year?
Bank of America has what appears to be $136 billion of unrealized losses on its balance sheet. Is this a material nightmare, or simply an explanation for why its market cap is half of the Bank of Dimon?
William D. Cohan August 29, 2021
Moynihan’s Succession Drama & Powell at Jackson Hole
Bank Of America CEO Brian Moynihan in 2020
Regarding a few questions on my mind and in my inbox.