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Why Wells Fargo Is a Great Buy

Good article and surprisingly good comments.

Bank of America: Ready to De-TARP

The author need to think more and write less.

Where the Bailouts Went Wrong

Obviously the Citi and Goldman bailouts were influenced by politics. What no body mentions is that Goldman sold these toxic assets to buyers and then bet against the very products they sold. No moral base there.

Bank Stress Tests: Were They Successful?

Has the author read Malkiel's A Random Walk Down Wall Street. Given the turmoil in the markets for financial shares since January and the immense amounts of misinformation foisted on small investors by shorts and hedgers, this appears to be like estimating the number of angels that can dance on the head of a pin.

Banks: Rebuilding the House of Cards

Baseless articles like these, which appear frequently in Seeking Alpha (where do they find these people), just give knowledgeable investors greater profits.

Do You Believe Banks Are Recovering? (Part 2)

This is unmitigated rubbish. Author most be a short or hedge fund toady.

Too Big to Survive?

What blather.

Banking Won't Be Fun for a While

Almost trivially funny but not quite, just trivial. Why bother with this silliness when the big issue is the economy and its impact on the banks along with everyone else.

An Unconventional Option - Go Long Financials

This is not good advice, given the risk to C. A better naked strategy is to sell cqu, the May $2 put, for $.37.

Krugman, Don't Throw the Baby Out with the Bathwater Just Yet

Krugman is flat out wrong because he is shortsighted in his assessment of the consequences. Consider what happened when Lehman failed and ask what will happen if the USG nationalizes the banks - mass arteriosclerosis in the financial system would result. And the impact of that on the economy would be disastrous.

Why Banks Want to Return TARP Money

Yes indeed. Someone who understands the need for facts in one of these posts is rare, but someone who also knows how to interpret the facts is rare indeed.

Lack of effective demand is the problem as the Obama team fully understands. The Fed, the actions of which can only be described as heroic since 2007, understands this. Clearly they think caution by the banks is constraining the recovery.

Wells Fargo and US Bancorp - Hitch a Ride with These Two

Nice perspective, thanks.

Pharma Investments Are Starting to Pay Off

Even a blind boar finds an acorn every once in a while.

Opportunities in Bank Bonds

The chronology is nice; the remainder is more likely to befit hedgers and shorters than anybody else.

Roubini's Wacky Wells Loss Estimate: It's Not Just Academic

I guess the question really is can Mr. Brown's conclusion be correct after what, apparently, is a history of poor forecasts. This should not be confused however with his logical demonstration that the Roubini analysis is flawed.