ZenInvestor

Financials: How - And When - We Reached the Bottom

I agree. The bottom has been reached. With fits and starts we move upward from here in the financials.

Writedowns and Capital Raised by Financial Firms

What conclusions did you draw from this? Comparing write downs to 'current' market cap only tells me that some stocks may well be 'beaten down' more than they should have, or is that some companies have taken more write downs and therefore are safer from further write downs?

The facts as you have presented them are well known, and thanks for compiling them, but opining on their meaning would have added something to the bare recitation of facts you have presented for us to ponder on our own.