bonddude

Bank Stress Tests: Tangible Common Equity a Critical Metric

Additionally, stag-deflation for a while changing to stag-inflation when we start counting up the debt with a public mindset of "I'm never gonna borrow like that again, no?

Bank Stress Tests: Tangible Common Equity a Critical Metric

Yes but then you missed my comment about what is not being talked about yet the Fed is keeping tabs on, namely off balance sheet derivatives. Perhaps in my attempt at humor I wasn't clear.
THAT is a drag for YEARS AND YEARS.


On Apr 24 11:20 AM wobatus wrote:

> Level 2 and level 3 assets may be a drag for a while. depends on
> what you mean by years and years. Go look at 1974. 1982. 1991.
> Different scale, sure. Maybe your reference is more 1933.
>
> We'll see.
>
> If inflation is everyone's eventual worry, well then...

Bank Stress Tests: Tangible Common Equity a Critical Metric

"Just a spoonful of sugar"- Mary Poppins

There ain't enough honey in the world to make me think that level 2 & 3 assets won't be a drag for years and years. Those catagories add up to far more than level 1 right? Of course.

So JP Morgan has how many off book CDS committments?

88 $ Trillion? Spoken with a Fargo accent--"OH GEEEZ"

Fear and Loathing in 2009

Najjy- You're right, I'm sure, but wow you must have gotten some rotten xmas presents guy. I'm trying dxo for a bounce per chance at the open. What say you?