Investors often focus myopically on earnings, but a company's balance sheet — its financial strength, is also key.

U.S. regional banks are capitalizing on improving investor sentiment by raising billions of dollars in equity to pursue deals ...

Citations: Matvos, Gregor, Greg Buchak, Tomasz Piskorski, Amit Seru. 2024. "Beyond the Balance Sheet Model of Banking: Implications for Bank Regulation and Monetary Policy". Journal of Political ...