Financials Unshackled - by John Cronin at SeaPoint Insights
Perspectives on critical developments and themes in the Banking & Specialty Finance sector (Financials) from a former top ranked banks analyst who has sat on 'all sides of the fence'
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 8, 2026
Latest issues
Monzo, Close Brothers, UK Bank Taxes, UK Mortgage Approvals, Irish Loans & Deposits, Irish Banks’ CoE, Agentic AI & Deposits and Much More (opens the original)
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The material below does NOT constitute investment research or advice and is for informational and educational purposes only - please scroll to the end of this publication for the full DisclaimerWelcome to Financials Unshackled | After The Noise of Wednesday 30th September 2026 - your regular notes providing analysis and opinion on select key banking developments.<a class="image-link image2 is-viewable-img" href="https://images.unsplash.com/photo-1577538928305-3807c3993047?crop=entropy&cs=tinysrg
Close Brothers - A Clearer Road Ahead? (opens the original)
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The material below does NOT constitute investment research or advice and is for informational and educational purposes only - please scroll to the end of this publication for the full DisclaimerWelcome to Financials Unshackled | Perspectives of 29th September 2026. Today’s issue checks in on Close Brothers Group (CBG) following its FY26 results publication this morning - which was well received by the market, with the stock trading up by >15% today. The note takes you through the results, zones
Financials Unshackled | Monzo Sale Talk Goes Viral - My Thoughts (opens the original)
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The material below does NOT constitute investment research or advice and is for informational and educational purposes only - please scroll to the end of this publication for the full DisclaimerWelcome to Financials Unshackled of Sunday 27th September 2026. Given weekend news developments around Monzo being in sale discussions (which have gone viral on social media), today’s note is a change from the norm and fleshes out my thoughts on this interesting development. Enjoy the read and please shar
Financials Unshackled | After The Noise (Rates and banks, UK bank taxes, Revolut’s US ambitions) (opens the original)
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The material below does NOT constitute investment research or advice and is for informational and educational purposes only - please scroll to the end of this publication for the full DisclaimerWelcome to Financials Unshackled | After The Noise of Thursday 24th September 2026 - your regular notes providing analysis and opinion on select key banking developments since the last After The Noise post on Tuesday. Today’s post is short and zones in on a few key topics: i) Rates and banks; ii) UK bank
Financials Unshackled | After The Noise (Revolut’s IPO Ambitions, AI in Banking, AND Much More) (opens the original)
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The material below does NOT constitute investment research or advice and is for informational and educational purposes only - please scroll to the end of this publication for the full DisclaimerWelcome to Financials Unshackled | After The Noise of Tuesday 22nd September 2026 - your regular notes providing analysis and opinion on select key banking developments since the last After The Noise Weekender post on Sunday. Today’s main story is on Revolut’s ambitions in the wake of Founder & CEO Nik St
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