skopros

Seeing Through Bank of America's Earnings; Ousting Ken Lewis

totally agree w dcb. these guys are still fixated on hiking their pay checks. the worst. but the blackmail is of the wink-wink variety, sub rosa deals between the bankers and the bankers-in-power now. whatta world archie.

Rating the Top 12 U.S. Banks - From Hidden Gems to Zombies

Martin--i admire and follow your work here and at prudent bear, but i wonder how JPM comes out so strongly in your estimate when in a recent OCC report, it heads the list in table after table of credit risk due to notional derivative values ($175 plus Trillion total for top 25 banks).

it's total exposure seems to be some $87.6 Trillion.

Granted, not all the value falls to zero but isn't this a really worrying level of exposure to derivative risk?

All Big U.S. Banks May Need More Aid in Severe Scenario

this is not a direct subject-related question, but does anyone have a handle on the relative safety--or danger-- of JPM viability, esp. the London branch, as depository for the Proshares currency funds recently mentioned as possible risk in Merkel's excellent SA blog?

Wld appreciate any guidance.