Jeff K Davis (@JeffKDavis1) header
Jeff K Davis (@JeffKDavis1) profile picture

Long-time bank analyst, advisor & investor, MD-FIG @ Mercer Capital, S&P Capital IQ Pro contributor & Nashville aficionado. RT ≠ endorsement

Nashville, TN
Joined July 2011
We’ve lost 30% of our purchasing power in the last 6 years and somehow, everyone just accepted it. We literally were made 30% poorer so the government can spend trillions.
The U.S. Dollar has lost 30% of its purchasing power over the last six years
173
3,653
38
24,739
477,087
Jeff K Davis retweeted
Extremely large interest rate marks in tonight's $WAFD deal. Got to respect the decision to punt rather than sell 25% new shares to bury their past mistakes.
1
1
18
3,150
Jeff K Davis retweeted
.@Titans HC Robert Saleh running the steps at @NissanStadium in pregame.
11
26
8
440
41,894
Jeff K Davis retweeted
Watching this Djokovic vs. Sinner match at Wimbledon was nothing short of inspiring. Even though Novak didn’t win, what he has accomplished throughout his career deserves the admiration of every sports fan. At 39 years of age, he continues to compete at the highest level through extraordinary discipline, determination and an unwavering commitment to excellence. The 24 Grand Slam titles speak for themselves, and one can only wonder how many more he may have won had circumstances not interrupted some of the finest years of his career. His journey from humble beginnings to the pinnacle of world sport is a powerful reminder that greatness is earned, never given. It is a story that young people should study for generations. The older I become, the greater my appreciation for just how demanding tennis is on the body. It certainly makes me grateful that I chose golf! To perform at this level at his age is a remarkable achievement and a testament to the importance of looking after your body. Novak has shown the world that proper nutrition, fitness and healthy living are not simply for athletes, they are investments in a better, longer life where you can truly live. I also have always admired the traditions of Wimbledon. The dress code, the respect for the game and its history, and the sportsmanship create an atmosphere of timeless class. And finally, congratulations to @ROLEX. Few companies have supported excellence in sport around the world with such consistency and elegance. Their commitment to preserving the great traditions of competition while celebrating the pursuit of excellence is something I have long admired.
11
17
168
88,568
Jeff K Davis retweeted
This is Frank.   He is one of the 200+ unsung heroes volunteering to help with agronomy this week @USOpenGolf.   Today alone Frank will fill over 1,000 divots around Shinnecock Hills Golf Club.   He woke up this morning at 2 a.m. to begin his 4 a.m. shift.   People from all around the world come to help out this week. Frank traveled 600 miles from North Carolina.   "For me this is a World Cup, World Series, national championship rolled into one. There's so much preparation that goes into this. It's phenomenal. Golf course superintendents are an incredible community. I wasn't going to miss this."
75
113
21
2,276
412,754
Nashville Notes: Citigroup and the M&A irony | S&P Global Market Intelligence spglobal.com/market-intellig…
3
579
Team photo inside the tunnel - Nashville has great rock! Come dig with us. Open positions: boringcompany.com/careers
320
674
37
5,720
789,681
Nashville Notes: Illiquidity as an asset class | S&P Global Market Intelligence spglobal.com/market-intellig…
5
303
Jeff K Davis retweeted
We appreciate the TN linemen who are working around the clock to restore power & keep Tennesseans safe. Their unwavering dedication embodies the Volunteer Spirit, & we’re grateful for their service.
181
314
37
2,887
98,317
Man who sold $4M worth of $KEY 2 weeks ago says today he has no plans to increase his position. $BNS #CaptainObvious
2
3
15
2,560
South Plains Financial $SPFI acquiring Bank of Houston, increasing the scarcity value of Plains Acquisition Corp. spfi.bank/static-files/82bf0…
1
8
1,615
$OTF, Blue Owl Tech Finance Corp went public in June after being private for 7 years (by design) IRR from INCEPTION in AUG' 18 to Friday's close: 5.71% DURING TECH INVESTING BOOM and GOLDEN AGE OF PC But at least 76% of stock is restricted!! Reverse Vol Washing 10.8% becomes tradeable each month for next 7 months which is a huge technical overhang causing BDC to trade at 77% of NAV .. plus 13% of Loans are PIKing ..
4
6
3
98
89,506
So far in 2025, there have been 15 CU purchases of banks implying (attorney Bell is quoted as saying we’ll get into the 20s) that there are 5 or 6 more to be announced by year end.
Credit Union Bank Acquisitions Hold Strong Despite Political, Regulatory Headwinds / THE feature / CUToday.info - CU Today cutoday.info/THE-feature/Cre…
1
3
19
3,862