prescient11

Forensic Analysis of Lehman Problems

Where was the heads up before it happened? That would be much appreciated.

More on HELOCs, Second Liens and Rose Colored Glasses

Reggie, I would be interested in your analysis of Etrade's home equity/HELOC portfolio.

Just for your information, it's about a $11.5B portfolio, $1.5B are first liens and Etrade has prepared itself for chargeoffs totaling $1-1.5B, or roughly 10-15% of all the second lien loans.

Best regards and thanks for all the great information. If I take one thing away from your analyses, short the hell out of WaMu.

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.