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Bank Earnings: Why I Don't Trust Analyst Reports
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View article
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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
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Can Citigroup Be Restructured Without an FDIC Resolution?
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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
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jswede's
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273 comments
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Bank Earnings: Why I Don't Trust Analyst Reports [View article]
Capital.... what are losses on assets? ~30%+ ? Possibly much more?
cashflow is a drop in the ocean compared to losses on assets.
Can Citigroup Be Restructured Without an FDIC Resolution? [View article]