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- Wells Fargo: John Stumpf's Letter to Shareholders Is a Must-Read
- Kovacevich, Lewis and Geithner Speak Out on the Banking Industry
Cramer Is Right and Stewart Is Full of It
on Mar 18, 2009 • 16 Comments
Bair: Toxic Assets 'Worth More Than Current Valuations'... Duh
on Mar 17, 2009 • 1 Comment
Geithner's Interview with Charlie Rose: Totally Unimpressive
on Mar 16, 2009 • 5 Comments
- 'Nationalize Insolvent Banks': Buffett Didn't Get Roubini's Memo
- Ken Lewis Finally Gets It Right: 3 More Banking Myths to Add to His 6
- Northern Trust's Golf Sponsorship: Good Use of Company Resources
- Dr. Doom Responds on Wells Fargo
- Roubini's Wacky Wells Loss Estimate: It's Not Just Academic
- The $37B Roubini Forgot at Wells Fargo
- Why Today's Stress Test Announcement Should Reassure Investors
- Financial Stock Valuations: The Mirror Image of Tech Stocks in '99?
- Why Is Everyone Blaming the CEOs? It's the Government's Fault
Geithner's Proposed Bank 'Stress Test' Is A Really Bad Idea
on Feb 14, 2009 • 12 Comments
- Tim Geithner's Monumental Plan Is Not Encouraging
Why Is the Government So Hysterical?
on Feb 11, 2009 • 14 Comments
- Start-of-the-Week Bank Thoughts
- Feds Should Leave Wells Fargo Well Alone
- Start Aggregating Already!
- Bank of America Airbrushing History on Its Website?
- Memo to Bank of America's Directors: Shame on You!
- Bank of America's Nonsensical Account of the Merrill Lynch Crackup
- Citi-Morgan Stanley Deal Is Good; Pandit's Press Release Is Not
- Citi's Flip-Flop on Mortgage Cramdowns: A Really Bad Idea
- Feds' Micromanaging of Citi's Org Chart Is Truly Beside the Point
- Sheila Bair - World's Worst Regulator - to Stay at FDIC
- Citi's Pandit Is 'Forgoing' His Bonus: Was There an Alternative?
- Robert Rosenkranz: Get the Rating Agencies Out of the Regulatory Process
What's the Purpose of TARP?
on Dec 31, 2008 • 1 Comment
- Lehman's Wind-Down: Systemwide De-leveraging Is Always Chaotic
Mort Zuckerman Needs to Take Some Responsibility for His Madoff Losses
on Dec 24, 2008 • 5 Comments