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  • Bank Earnings: Why I Don't Trust Analyst Reports  [View article]
    Casflow.... what's a good ROA? 2%? Maybe they'll hit 3% with all this cheap funding?

    Capital.... what are losses on assets? ~30%+ ? Possibly much more?

    cashflow is a drop in the ocean compared to losses on assets.
    Jun 30 10:25 am |Rating: +7 -1 |Link to Comment
  • Can Citigroup Be Restructured Without an FDIC Resolution? [View article]
    Chris - to what degree do you quantify derivative exposure in your stress tests? your score for JPM seems incredibly low considering its deriv exposure. thank you.
    Apr 17 11:52 am |Rating: 0 0 |Link to Comment
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