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[@CorpusCol](/creator/twitter/CorpusCol)
"The economy is undergoing tremendous change. Change is bad for banks because lending is asymmetrical: it takes 90+ wins to offset a loss. And most estimate assume X losses anyway. Watch the loan quality statistics closely. Be careful out there"  
[X Link](https://x.com/CorpusCol/status/1953031531422740618) [@CorpusCol](/creator/x/CorpusCol) 2025-08-06T09:52Z 6088 followers, 2891 engagements


"Should add that $IBOC had X banks. #3 in size in OKC had a loss due to ADC lending. It has not reported yet"  
[X Link](https://x.com/CorpusCol/status/1953052982955635104) [@CorpusCol](/creator/x/CorpusCol) 2025-08-06T11:18Z 6090 followers, 1278 engagements


"@Zach44787581 Neither really moves the needle unfortunately. On the other hand $ASB $WTFC $WBBW and Oconomowoc do"  
[X Link](https://x.com/CorpusCol/status/1965157620664467517) [@CorpusCol](/creator/x/CorpusCol) 2025-09-08T20:57Z 6089 followers, XXX engagements


"@andy_lehman (1) Only way to know for sure is ask them. (2) Loans 30-89 past due throw off a lot of false positives and get fixed with no fuss about half the time (3) This is XX% of capital so it's above the legal lending limit. Though $WDFN & $CARE show that's not as enforced as it was"  
[X Link](https://x.com/CorpusCol/status/1976409057432043977) [@CorpusCol](/creator/x/CorpusCol) 2025-10-09T22:06Z 6090 followers, XXX engagements


"@SEC_digger That would reduce the incidence on nonsensical results by about 2/3rds IMO"  
[X Link](https://x.com/CorpusCol/status/1976689737009123400) [@CorpusCol](/creator/x/CorpusCol) 2025-10-10T16:42Z 6088 followers, XXX engagements


"@rcbice No idea. But the question is really what do you know about the $XX billion portfolio to the NDFIs and how much losses were you expecting Probably not a lot to either question - so we worry about that and worry about loss content in a couple of months"  
[X Link](https://x.com/CorpusCol/status/1976010361905217606) [@CorpusCol](/creator/x/CorpusCol) 2025-10-08T19:42Z 6089 followers, XXX engagements


"@curttho28964890 $BANR or $FULT are my nominations"  
[X Link](https://x.com/CorpusCol/status/1976096020418167087) [@CorpusCol](/creator/x/CorpusCol) 2025-10-09T01:23Z 6089 followers, XXX engagements


"@SEC_digger If you take out the biggest branch (Public Square essentially) then $HBAN has $4.6B in Cuyahoga County deposits and $KEY is at only $3.8B. Of course the two banks may have different policies on where they assign their deposits. Or $HBAN could be kicking their ass"  
[X Link](https://x.com/CorpusCol/status/1976683276761710798) [@CorpusCol](/creator/x/CorpusCol) 2025-10-10T16:16Z 6088 followers, XXX engagements


"@cadbanksonly Better price than I expected. Odd deal for $FCNCA"  
[X Link](https://x.com/CorpusCol/status/1978803936493490666) [@CorpusCol](/creator/x/CorpusCol) 2025-10-16T12:43Z 6088 followers, XXX engagements


"Former CEO of FirstBank (Colorado) which is being acquired by $PNC is now CEO of $FIBK. He just posted on LinkedIn that he wants to hire a ton of folks in Colorado. In the circle the circle of life"  
[X Link](https://x.com/CorpusCol/status/1968095089160491041) [@CorpusCol](/creator/x/CorpusCol) 2025-09-16T23:30Z 6088 followers, 10.9K engagements


"@_johnnymaga Yes she should have said DuPont. And POTUS keeps saying Albania when he means Azerbaijan Many such cases"  
[X Link](https://x.com/CorpusCol/status/1979245925718466711) [@CorpusCol](/creator/x/CorpusCol) 2025-10-17T17:59Z 6087 followers, XX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@CorpusCol "The economy is undergoing tremendous change. Change is bad for banks because lending is asymmetrical: it takes 90+ wins to offset a loss. And most estimate assume X losses anyway. Watch the loan quality statistics closely. Be careful out there"
X Link @CorpusCol 2025-08-06T09:52Z 6088 followers, 2891 engagements

"Should add that $IBOC had X banks. #3 in size in OKC had a loss due to ADC lending. It has not reported yet"
X Link @CorpusCol 2025-08-06T11:18Z 6090 followers, 1278 engagements

"@Zach44787581 Neither really moves the needle unfortunately. On the other hand $ASB $WTFC $WBBW and Oconomowoc do"
X Link @CorpusCol 2025-09-08T20:57Z 6089 followers, XXX engagements

"@andy_lehman (1) Only way to know for sure is ask them. (2) Loans 30-89 past due throw off a lot of false positives and get fixed with no fuss about half the time (3) This is XX% of capital so it's above the legal lending limit. Though $WDFN & $CARE show that's not as enforced as it was"
X Link @CorpusCol 2025-10-09T22:06Z 6090 followers, XXX engagements

"@SEC_digger That would reduce the incidence on nonsensical results by about 2/3rds IMO"
X Link @CorpusCol 2025-10-10T16:42Z 6088 followers, XXX engagements

"@rcbice No idea. But the question is really what do you know about the $XX billion portfolio to the NDFIs and how much losses were you expecting Probably not a lot to either question - so we worry about that and worry about loss content in a couple of months"
X Link @CorpusCol 2025-10-08T19:42Z 6089 followers, XXX engagements

"@curttho28964890 $BANR or $FULT are my nominations"
X Link @CorpusCol 2025-10-09T01:23Z 6089 followers, XXX engagements

"@SEC_digger If you take out the biggest branch (Public Square essentially) then $HBAN has $4.6B in Cuyahoga County deposits and $KEY is at only $3.8B. Of course the two banks may have different policies on where they assign their deposits. Or $HBAN could be kicking their ass"
X Link @CorpusCol 2025-10-10T16:16Z 6088 followers, XXX engagements

"@cadbanksonly Better price than I expected. Odd deal for $FCNCA"
X Link @CorpusCol 2025-10-16T12:43Z 6088 followers, XXX engagements

"Former CEO of FirstBank (Colorado) which is being acquired by $PNC is now CEO of $FIBK. He just posted on LinkedIn that he wants to hire a ton of folks in Colorado. In the circle the circle of life"
X Link @CorpusCol 2025-09-16T23:30Z 6088 followers, 10.9K engagements

"@_johnnymaga Yes she should have said DuPont. And POTUS keeps saying Albania when he means Azerbaijan Many such cases"
X Link @CorpusCol 2025-10-17T17:59Z 6087 followers, XX engagements

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/creator/twitter::1322239703135956993/posts