prescient11

Comparative Price Shopping: Selected Banking, Mortgage and Brokerage Stocks

Bravo, simply bravo. That's right folks. This is the first article to point this out. As Citigroup's "analyst" was yelling sell, sell, sell, Citigroup the company increased its position by over 600%.

Do as I say, not as I do. Retail investors get screwed yet again. Kudos for pointing this out Ms. Reed, kudos.

J.P. Morgan on Verge of Buying Bear for $20/Share

DanBlue - a known basher of Etrade. Why don't you shut up and learn how to spell. Here you see what the problem of leverage gets you. Etrade has no leveraged assets and is flush with cash - and has a powerful backer in Citadel. Unfortunately, BSC is nowhere near as strong as Etrade and thus had to go to JPM for a total sale.

The Bear Stearns Saga and the Fed's Dilemna

In other words, BSC will be gone Monday and Etrade will survive and thrive for a long time coming, it's practically assured that Etrade is more than fine. The problem is leverage and liquidity. BSC has too much of the former and not the latter. Mr. Lillien had a much better story to tell - i.e., they make a ton of money on the retail brokerage, they have absolutely no subprime or CDO exposure, and the Citadel backing makes it clear that they are flush with cash.

Unfortunately, BSC does not have such a story to tell.

CNBC is already reporting that JPM is making the deal.

www.cnbc.com/id/236589...

The Bear Stearns Saga and the Fed's Dilemna

The problem with BSC is that their survival requires other entities to deal with them, which they will no longer do, especially since they were downgraded. Thus, a deal appears almost essential by Monday a.m. ETFC is in a much stronger position as they are not leveraged (thus they can work through problems over time) and have a money making brokerage to support the bank, will have over a $1B cushion IN CASH above the well-capitalized levels (stronger than Citibank's) and now have the backing of Citadel - a hedge fund so strong that they are also mentioned as a possible purchaser of all or part of BSC. Unfortunately, BSC has no such backer, is leveraged to the hilt, and now has been severely downgraded impeding their attempts to get back on track quickly.

Thinking About the Bear Stearns Bailout

Yes, when chicken littles start coming out it's time to get greedy.

Ask yourself, are the assets Bear's problem, or is it the irrational reaction of certain investment partners that caused a domino effect? I would argue it is the latter. This is no Enron, no S & L. These are hard assets with serious value that are getting killed because the same idiots that would sell a loan to a fire hydrant now won't deal in assets insured by God himself.

Sharks are out looking for blood and several firms will make serious money. Greed overcomes fear. Next.

The Bailout's Pathetic - Here's Who To Blame

Chicken little, chicken little. The sky is not falling. They just lack liquidity and no one will deal with them. The intrinsic value of the assets is good for the most part, it's just that people are too afraid to do business.

Tell you what, I'll keep investing in equities, and you put the money in the mattress. How many frantic losers post on these boards. Find me a "no men wanted" sign and I'll start thinking the doom and gloom has a point.