Andrew Horowitz

U.S. Credit Card Industry Moving into Uncharted Territory

Smart. But the data is a bit old. None the less, it is still a wonder how it has taken Moody's so long to figure this out. There is much hope resting on the side of the bulls. But anyone who has been to a rodeo know what follow the bull.... clowns and crap.

See more on credit issues and hear on The Disciplined Investor Podcast

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Andrew

Financial Stocks Trading Near Book Value

FELIX!

Book value ratios are based on the value of the book. We are not sure how to value Bear's book/assets. More risk there.

By the way, why is there no disclosure of holdings included. You have written a few bullish posts on BSC. Position???