Postcards from an ex-Bank Analyst
Robin DownMy thoughts on the banking scene with a particular focus on UK equity shares. Note this is not intended to be taken as research or financial advice
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
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| Issues | 16 | Founded | 8 months ago | Last Issue | a month ago |
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robindownblog.substack.comLatest Issues
UK Banking Data - May 26
This is the UK equivalent to the HK banking spreadsheet. Its not all-encompassing but has the primary data from the Bank of England (shout if there are additional charts you would like to see). Latest numbers are for end April 2026 (publish...
HKMA Data
I like to keep track of selected data from HK and in particular statistics from the HKMA and the Hong Kong Stock Exchange.
Thanks for reading Postcards from an ex-Bank Analyst! Subscribe for free to receive new posts and support my wor...
What really happened during the GFC part 2
It’s 11am on 26th July 2007. My report on the toxic nature of the CDO market has been published overnight. A buy-side analyst at a large Scottish fund manager is on the phone; “I’ve just presented your CDO note to our CIO. He says either yo...
What really happened during the GFC?
I remember it as though it was yesterday
August 2007 was a fairly traumatic month. On the 29th July 2007 I had published a report while at HSBC on CDOs, explaining how they worked and how they were “toxic”* and likely to cause the banking...
An Intro to HK Banking Part 2
In part 1 of my HK Banking Primer I ran through how the HK Currency PEG worked and some of its implications for HK rates and the economy. There’s a link to that here, which I would recommend is read before this blog:
https://robindownblog...
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Authors
The writers behind this newsletter.
30 years of sell-side bank analysis (mostly UK)
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