Calls
6
#881
Alpha Score 31.0
Mike Mayo
Head of US Large-Cap Bank Research, Wells Fargo
Win Rate
16.7%
return
-2.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 13
$140.93
-5.8%
Citigroup is top pick, undergoing a multi-decade cultural transformation under CEO Jane Fraser, moving from global matrix to five clear business lines with direct accountability, now on the right trajectory.
Banks
Long
Jul 13
$75.12
-3.4%
Traditional commercial loan growth in Middle America is at an inflection point, sustainable for the next few years, which will disproportionately benefit regional banks.
Thematic ETFs
Long
Jul 14
$326.24
+9.0%
JPMorgan is the biggest bank with a generational CEO, Jamie Dimon. Though the stock has underperformed this year because spending currently exceeds revenues, it is a timing mismatch as they invest for the long term. He expects earnings to be quite strong, and the bank remains the growth stock among banks with a Jamie Dimon premium, indicating long-term confidence.
Banks
Long
Jul 14
$69.52
-3.0%
Overall bank earnings are expected to rise 15-20% year-over-year, driven by a barbell of record Wall Street revenues from fixed income, equity trading, IPOs, and merger acceleration, combined with an emerging rebound in traditional commercial loan growth on Main Street as companies increase capital expenditures. He says the largest banks (the big five) are poised for strong results and Goliath is winning.
Thematic ETFs
Long
Jul 13
$1047.97
-4.1%
Largest US banks poised for record revenues this year from fixed-income and equity trading, IPOs and mergers, with Goldman Sachs and Morgan Stanley being the standouts of the quarter.
Capital Markets
Long
Jul 13
$221.86
-4.8%
Largest US banks poised for record revenues this year from fixed-income and equity trading, IPOs and mergers, with Goldman Sachs and Morgan Stanley being the standouts of the quarter.
Capital Markets
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Mike Mayo has 6 trade ideas tracked on Buzzberg across 6 tickers since July 2026. Ranked #881 on the Buzzberg Alpha leaderboard. Most covered: KRE, C, JPM.
