Arkenstone Research
Arkenstone ResearchLearning and writing about banking—how returns, risk, and balance sheets interact across cycles.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 12 | Subscribers | Read | arkenstoneresearch.substack.com |
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Latest Issues
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A Primer on U.S. Banking
This post was written at the request of to provide a high-level overview of banking for his subscribers. Thanks to for the idea — you can find his work at .
How to Analyze Bank Balance Sheets
## Introduction
Start Here: The Arkenstone Library
This page serves as a central reference for all Arkenstone posts. As new pieces are published, the library will be updated to reflect the full body of work.
Key Metrics for Evaluating Bank Performance
## Introduction
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Authors
The writers behind this newsletter.
Learning and writing about banking—how returns, risk, and balance sheets interact across cycles.
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