Stock Market Sage

Opportunities in Bank Bonds

Grabbing C and BAC seems too gutsy for me, I prefer to get a lesser yield with "baby and the bathwater" financials like MS, GS, and JPM. They are being treated like C and are companies in much better position and will be here for the long haul. (espeically since they have access to the FED as bank holding companies and the FED has seen what happens when BS and Lehman fell and WON'T let that happen again..)

Financial Times Debunks Citi's Memo

I would have to say, it seems that Tyler is just going over the British FT piece..he isn't the one debunking the C memo, he is just talking about the FT Times piece that debunks the memo...why all the hatred??

He didn't write the FT piece...

Why Zombie Banks Won't Be Nationalized

Good points in the article, not to mention all the pension funds, retirees, 401k plans, and other banks that hold the bonds and preferreds..

Bank Preferreds: Betting at the Apocalypse Casino

BAC.L opened up down $41 dollars and is now up $30...unreal!

Stress Tests: Banks vs. Bond Insurers

Agreed about JP Morgan...what a web we weave!

Investment Grade Corporate Bonds: Beware the Risk

The will end up covering the preferreds and bonds of the banks, for the reasons in your article, they have to!

The Market Is Improving, Cancel the Coffin

Jamie Dimon joins the list with Mogan Stanley and Goldman Sachs..

Settling Up with the Government
JPMorgan chief Jamie Dimon partners up with the government and plans to give TARP money back, reports CNBC's Charlie Gasparino; with Wilbur Ross Jr., WL Ross & Co.

The Market Is Improving, Cancel the Coffin

Jamie Dimon joins the list with Mogan Stanley and Goldman Sachs..

Settling Up with the Government
JPMorgan chief Jamie Dimon partners up with the government and plans to give TARP money back, reports CNBC's Charlie Gasparino; with Wilbur Ross Jr., WL Ross & Co.

Why Bank Nationalization Will Never Happen

Jamie Dimon joins the list with Mogan Stanley and Goldman Sachs..

Settling Up with the Government
JPMorgan chief Jamie Dimon partners up with the government and plans to give TARP money back, reports CNBC's Charlie Gasparino; with Wilbur Ross Jr., WL Ross & Co.

Rating the Top 12 U.S. Banks - From Hidden Gems to Zombies

Great article, put it together with Tylers and you have some winning bets..

seekingalpha.com/artic...

Bond Expert: Tuesday Wrap

Wow, the hit on financials other than C and BAC was undeserved and should rebound soon..

Bank and Broker Divergence

This is a great point to show, as the bond prices of these companies show "baby with the bathwater" going on in the fixed income market. GS is trying to pay the Gov't back asap because they can make money in this market and don't want the restrictions imposed by TARP. You don't hear that coming form C or BAC.