Article Reprints from S&P Global Market Intelligence

Jeff K. Davis, CFA, Managing Director of Mercer Capital's Financial Institutions Group, is a regular editorial contributor to S&P Global Market Intelligence, formerly SNL Financial. Recent articles are republished here with permission.

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2020

2019

2018

2017

2016

2015

  • Bank Stocks as Early Cyclicals (December 15, 2015)

  • Regions Would Be an Interesting Partner for BB&T or Fifth Third (December 1, 2015)

  • Liquidity is Credit's Handmaiden (November 17, 2015)

  • Shared Upside vs. Shared Downside (November 4, 2015)

  • NAV: Literal or in the Ballpark Gospel? (October 26, 2015)

  • CIT's Next Chapter (October 9, 2015)

  • A Belated High-five for First Niagara's Board (September 29, 2015)

  • TPG Specialty Lending and TICC Capital Prove Price Cures Price for BDCs Too (September 18, 2015)

  • August is the Market's New October, but not for BDCs This Year (September 1, 2015)

  • Maybe Warren Buffett Agrees with Bill Gross on Financial Asphyxiation (August 17, 2015)

  • BDC Earnings Will Be More Interesting Than the Banks’ Reports (August 4, 2015)

  • Carl Icahn and Bob Farrell (July 21, 2015)

  • Jimmy Lee, Leverage and Liquidity (July 6, 2015)

  • Sidoti Is Broader Than Sidoti (June 23, 2015)

  • Prospect Capital’s Altar Call (June 12, 2015)

  • Heartland Financial USA Still in the Sweet Spot (May 29, 2015)

  • Investors Will Have No One to Blame But Themselves (May 20, 2015)

  • Mississippi Merging (April 28, 2015)

  • Observations from the Initial Q1'15 Bank Earnings (April 22, 2015)

  • National Commerce's History Rhymes a lot with Alabama National BanCorp.'s (April 7, 2015)

  • Howard Lutnick’s Predictions Still Look Prescient (March 20, 2015)

  • Revisiting the Aircraft Lessors (March 12, 2015)

  • Biased Against Special Dividends? (February 24, 2015)

  • Credit Marks, Asset Yields and Dividend Capacity Are Going to Get More Scrutiny (February 10, 2015)

  • Nashville's Next Crop of Bank IPOs (January 26, 2015)

  • Support After a Few Gut-Punches for Research (January 6, 2015)

2014

  • Credit Spreads, not Fed Funds Basis Points, are the Key for 2015 (December 17, 2014)

  • Energy Lending Narrative is Probably a Slow-Moving One (December 2, 2014)

  • Hancock Holdings and Expectations (November 25, 2014)

  • SNC Exam Nuggets (November 12, 2014)

  • A Witty Saying Proves Nothing (October 27, 2014)

  • Not Certificates of Confiscation (October 14, 2014)

  • CFPB Sets the Stage for the Federalization of Auto Credit (October 6, 2014)

  • Chutzpah as Duck Food (September 24, 2014)

  • Window on Agribusiness (September 12, 2014)

  • Synchrony and Walking Around Money (August 26, 2014)

  • Opposites Sometimes Attract in Bank M&A Too (August 4, 2014)

  • Making It Up With Volume (July 29, 2014)

  • Maybe the Fed's Decisions in the Late 1920s Haunt its Decision Making Today (July 9, 2014)

  • Synchrony Financial - Making Good Money by the Handful and Avoiding the Bucket (June 20, 2014)

  • Complacent Investors May Need to Reassess the Earning Power of Some Acquirers (June 5, 2014)

  • Investors Will Wield Sizable Pricing Power in the Citizens Financial Group IPO (May 20, 2014)

  • Are Branch Deposit Premiums Worth it Even if the Buyer Gets a Bargain? (May 9, 2014)

  • The Quarter-End Downgrade (April 23, 2014)

  • Not Stressed - Credit Should be the Focus if the Fed Hikes Rates (April 9, 2014)

  • The Fixed Income Capital Markets Jam (March 25, 2014)

  • Ally's Proposed IPO - Count Me as Skeptical of the Investment Merits (March 13, 2014)

  • Should Jesse Litvak and His Clients Cover Equities? (March 3, 2014)

  • The War on Judgment (February 18, 2014)

  • KeyCorp and BB&T Offer Differing MOE Paths for VantageSouth (February 4, 2014)

  • Signature Bank, Value Stocks that are not a Value and Growth Stocks that do not Grow (January 24, 2014)

  • PacWest-CapitalSource May be the Company to Watch in 2014 (January 14, 2014)

  • Leverage, Not Home Price Appreciation, May be the Story Buried in Newspapers Today (January 2, 2014)

2013

  • It Pays to Wait Sometimes (December 18, 2013)

  • Another Volcker Rule May Loom for Equity Capital Markets Units (December 10, 2013)

  • FirstMerit - Cautious, Pessimistic and Opportunistic (December 2, 2013)

  • Fed Policy, Pushing on a String? (November 26, 2013)

  • Yadkin Financial Could be a Regional Stepping Stone (November 11, 2013)

  • Bill Gross, Carl Icahn and Share Repurchase (November 7, 2013)

  • Jamie Dimon May Have to Call an Audible (October 21, 2013)

  • Loan Yields Continue to Grind Lower (October 14, 2013)

  • The Economy Cannot Withstand a Material Drop in Asset Values (October 9, 2013)

  • JPMorgan - The Problem with Warehouses (September 30, 2013)

  • No One Goes Broke Taking a Profit if They can Sell (September 20, 2013)

  • JPMorgan and Morgan Stanley's Bridge Loan to Verizon May Become a Permanent Loan (September 9, 2013)

  • Ally Financial - Price Cures Price (September 4, 2013)

  • You Gotta Have Leverage (August 21, 2013)

  • Larry Summers Less Than 6 Degrees of Separation from Hootie Johnson (August 5, 2013)

  • Did Comerica See it Coming? (July 29, 2013)

  • Feds May Face a Prisoner's Dilemma if it Attempts to Exit Ultra-Loose Monetary Policy (July 22, 2013)

  • Unscrambling the Egg (July 15, 2013)

  • ILFC's Year of the Snake May Yet Make a Decent IPO (July 10, 2013)

  • What Does Corsair Want to do With its United Community Banks stake? (July 3, 2013)

  • Playing Between the 40-Yard Lines (June 24, 2013)

  • Dashed Lines to BB&T and Wells Fargo (June 18, 2013)

  • Business Bank Bolt-On Could Be Best Play for CIT (June 6, 2013)

  • KeyCorp's Weeden and Huntington's Kimble Have One Thing in Common Other Than Ohio (May 29, 2013)

  • Forcing Humility on JPMorgan's Dimon Misses the Point (May 17, 2013)

  • Old National - Repositioning via M&A While Many Others Sit Still (May 9, 2013)

  • Regions and Synovus Typify a Manic Corporate Bond Market (May 3, 2013)

  • Praise for Coupon Clipping and Short-Duration Equity (April 26, 2013)

  • Cain't Be (April 16, 2013)

  • BB&T - Was It Something That Was Said? (April 9, 2013)

  • Haircuts Are a Euphemism for Corporate Reorganization (March 18, 2013)

  • Process of Elimination Becomes the Catalyst (March 11, 2013)

  • Farm Prices and Ag Lending – Good as Gold (March 6, 2013)

  • Crestview Partners a Common Denominator in KeyCorp's and Comerica's AM Sales – and Maybe SunTrust's Too (February 25, 2013)

  • Mack Whittle Had It Right (February 20, 2013)

  • What to Make of the Bank Stock Rally? (February 15, 2013)

  • CIT's Soft Attempts To Sell? (February 14, 2013)

  • Fed Policy - It Is Until It Isn't (February 1, 2013)

  • Banks Face Increasing NIM Pressure (January 22, 2013)

  • FASB Change May Move the Goalpost (January 17, 2013)

  • Chrysler's Successful 1980 Bailout May Be Prologue for Banking's TARP Experience (January 3, 2013)

2012

  • Nuclear Escalation Next for the Fed (December 19, 2012)

  • Julius Caesar, John Allison and the Federal Reserve (December 11, 2012)

  • Rainy Day Liquidity Is a Good Thing (November 29, 2012)

  • TruPS Deferrals Set Stage for Many More 363 Reorganizations by 2014 (November 27, 2012)

  • KBW Sale Marks the End of an Era (November 6, 2012)

  • Closing Another Southern Banking Chapter (November 5, 2012)

  • Revisiting Carl Icahn's CIT Debt and Equity Trades (August 29, 2012)

  • Emigrant Branch Sale Points to Parent Capital Structure Initiatives Rathen Than NYC Consolidation (August 7, 2012)

  • JP Morgan: Channeling Jeff and Ned Kelly, the Forklift and the Warehouse (July 23, 2012)

To read further articles from Jeff, visit S&P Global Market Intelligence, formerly SNL Financial (subscription required).

The views and opinions expressed in these pieces are those of the author and do not necessarily represent the views of S&P Global Market Intelligence or Mercer Capital.