NYCB Stokes Worries Over Credit Quality

New York Community Bank's 4Q loss has some spooked about commercial real estate. Are concerns overblown? We also share our takeaways from Acquire or Be Acquired.

We’re off and running this week, Bank Slaters!

I completed the marathon that is Acquire or Be Acquired — more on that later — it was fertile ground for insights and connections for several newsletters to come. I can’t wait to get some exciting people into the studio for our ever-expanding Convo series!

We have to talk about New York Community Bank.

We waited all earnings season to see if any banks would spook investors with credit issues. We were almost out of the woods when NYCB dropped a stink bomb with a big quarterly loss with a substantial reserve build.