Ryan

No, the Financial Crisis Is Not Over

make that www.FIPortfolios.com

No, the Financial Crisis Is Not Over

And as they cut off at the end...

"Ocourse, you could always stay away from the entire financial sector altogether. There are many great businesses out there that are undervalued. We highlight many of them in both our Investment Advisor Newsletter (freundinvesting.com/in...) and our Small Cap Momentum model portfolio (www.fiportfolios.com)."

In fact, our Model Portfolio is outperforming the S&P 500 by 15% in the two months since it's inception. Our Investment Advisor newsletter is also outperforming and boasts a 70% accuracy. Check em out.

Financial Stocks: Where Will They Go Once Investors Sober Up?

Financials are in for some trouble. This is a case of "blood in the streets", yes, but not enough blood has been spilled. Expect a 20% haircut on current bank valuations before I'm willing to get in.

Credit Crunch Catch-22

I did come around, and I'm glad I did. Their problems are far larger than I thought possible.

A Look at Bank and Broker Default Risk

What was Bear Stearns at before it was bought by JPM?

Thoughts on the Bear Stearns/JPMorgan Deal

If they're worth more than 0, which I also tend to believe, it doesn't change the fact that JP Morgan values Bear Stearns far below what it once was worth. That's a fact. Put aside what everyone tells you in the media, and that fact is what you're left with.

JP Morgan can value things far better than we can.