Calls
8
#878
Alpha Score 31.2
Thomas Michaud
CEO, KBW
Win Rate
37.5%
return
-1.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 13
$219.33
-3.7%
KBW recommends Morgan Stanley because its private wealth business is highly profitable and has a high barrier to entry, making it a better pick than Goldman Sachs where good news is already priced in.
Capital Markets
Long
Feb 13
$71.28
+1.8%
KBW CEO Michaud notes that fundamentals (loan growth, credit quality) are green lights and the "moratorium on bank mergers" for banks over $200B is effectively over. Wells Fargo's Willis advises rotating into Financials as a way to play AI trends through incumbents. The combination of strong fundamentals, a regulatory environment conducive to M&A (creating takeover premiums), and a rotation out of expensive tech makes financials attractive. LONG Regional Banks and Financials for M&A upside and valuation rotation. Commercial real estate credit deterioration; interest rate volatility.
KBW CEO Michaud notes that fundamentals (loan growth, credit quality) are green lights and the "moratorium on bank mergers" for banks over $200B is effectively over. Wells Fargo's Willis advises rotating into Financials as a way to play AI trends through incumbents. The combination of strong fundamentals, a regulatory environment conducive to M&A (creating takeover premiums), and a rotation out of expensive tech makes financials attractive. LONG Regional Banks and Financials for M&A upside and valuation rotation. Commercial real estate credit deterioration; interest rate volatility.
Thematic ETFs
Long
Feb 13
$51.65
+10.8%
KBW CEO Michaud notes that fundamentals (loan growth, credit quality) are green lights and the "moratorium on bank mergers" for banks over $200B is effectively over. Wells Fargo's Willis advises rotating into Financials as a way to play AI trends through incumbents. The combination of strong fundamentals, a regulatory environment conducive to M&A (creating takeover premiums), and a rotation out of expensive tech makes financials attractive. LONG Regional Banks and Financials for M&A upside and valuation rotation. Commercial real estate credit deterioration; interest rate volatility.
KBW CEO Michaud notes that fundamentals (loan growth, credit quality) are green lights and the "moratorium on bank mergers" for banks over $200B is effectively over. Wells Fargo's Willis advises rotating into Financials as a way to play AI trends through incumbents. The combination of strong fundamentals, a regulatory environment conducive to M&A (creating takeover premiums), and a rotation out of expensive tech makes financials attractive. LONG Regional Banks and Financials for M&A upside and valuation rotation. Commercial real estate credit deterioration; interest rate volatility.
Thematic ETFs
Long
Jul 16
$61.76
+0.5%
Bank of America's improvement story has durable legs. The company is benefiting from market-share gains, operating leverage, and a favorable regulatory environment, making it a long-term outperformer.
Banks
Long
Jul 16
$133.47
-0.5%
Citigroup remains attractive even after the post-earnings selloff. It is a return-on-capital improvement story, and the broader banking sector tailwinds will drive further upside.
Banks
Long
Jul 16
$73.97
-7.8%
Regional banks KeyCorp and Citizens Financial are compelling profitability improvement stories. As the whole banking group catches a tailwind, regionals are starting to catch up, and their turnaround stories offer upside.
Banks
Long
Jul 16
$24.00
-11.6%
Regional banks KeyCorp and Citizens Financial are compelling profitability improvement stories. As the whole banking group catches a tailwind, regionals are starting to catch up, and their turnaround stories offer upside.
Banks
Long
Jul 13
$68.40
-1.4%
Bank stocks as measured by the BKX and regional banks (KRE) have outperformed, and the underlying drivers—positive operating leverage, pristine credit quality, improving profitability, and a booming Wall Street—remain in place for the upcoming quarter, supporting continued outperformance.
Thematic ETFs
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Thomas Michaud has 8 trade ideas tracked on Buzzberg across 8 tickers since February 2026. Ranked #878 on the Buzzberg Alpha leaderboard. Most covered: MS, KRE, XLF.
