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Tomas Rivera Verified

7 notes · 19 subscribers · publishing since May 2026

Regional banks, NIM, credit normalisation, and the payments stack. Balance-sheet risk in plain English.

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Activity

11 items

Liked Breadth is repairing under the surface by Dana Cho

Jul 24

Liked Earnings week: where the premium is mispriced Paid by Sofia Marchetti

Jul 23

Reposted Earnings week: where the premium is mispriced Paid by Sofia Marchetti

Jul 23

Commented on Inference cost curves are collapsing by Yara Haddad

Reasonable thesis but I think AMZN is priced for most of this already.

Jul 22

Liked Diesel cracks are telling a different story by Greta Lindqvist

Jul 21

Reposted Diesel cracks are telling a different story by Greta Lindqvist

Jul 21

Liked Skew is cheap for the first time this year by Sofia Marchetti

Jul 20

Reposted Skew is cheap for the first time this year by Sofia Marchetti

Jul 20

Liked The steepener has more room than consensus thinks by Viktor Reinholt

Jul 19

Liked The ASML inventory turn I'm watching Paid by Lena Brandt

Mar 19

Liked Reading ZS past the bookings noise by Yara Haddad

Mar 5

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