vreporter

Accounting Rule Changes Creating False Rally in Financials

"Without doubt, since fully-informed investors form only a small proportion of the capital markets, the spin and hype surrounding the “inherent evils” of the mark-to-market rule and Level 3 measurements could well take bank shares significantly higher this week."

You must be very smart to be that far ahead of the market! Are you a comedian?

Trading the Mark-to-Market Modification (Updated)

Unfortunately for most concerned, these considerations and discussions aren't getting any urgency to amend market turmoil since Treasury Secretary Geithner is not a proponent of change on this issue.

Why Bank Nationalization Will Never Happen

Have you noticed the recent PR push by regional banks separating themselves from the large ones? That they are running things in their respective audience markets just fine? That the banking system would be just fine without their larger brethren?

If our economies are global linked, just how do these regional institutions serve any purpose whatsoever in that regard? Do they acquire the international operations of the so-called insolvent masters?

I find this laughable.

I also find it laughable that many readers here see a comparison of RTC to the current crisis. Obviously, CNBC is a popular source of financial information but any ignorance bred from such dependence is the public's own downfall.

Lehman was a very small piece of the financial puzzle. That alone should make conservatives think. Also, differentiating the investor from the taxpayer is lost upon me.

This author finally looks at the dilemma with these issues in mind. Whether or not nationalization is on the table hardly makes it a viable solution.

Wake up America! Or we will all be experiencing the bread lines we never thought possible.

When Citigroup Competes with Itself

If DJT examined the revenue "structure" between those two divisions of Citi, he would understand the reasoning. The private bank revenues from those customers does not fluctuate (percent of assets, etc) regardless of environment.

If you have mega billionaires, that's the revenue structure you want.
Kicking the dead horse is getting old.
MS did exactly the right things to recover. Citi is getting on track.
The govt is calling "some" shots on the business model so messages are being muddled. That's natural.

And given the current price and gov't insured backdrop, there is little to debate about downside risk. the lesson on damaging common shareholders has been learned. It's not going to happen (nationalization)!

Morgan Stanley: Not Out of the Woods

Stock is now at $22 and the strategic plans from an MUFJ alliance aren't even on the drawing board yet.

Don't worry, you'll catch on soon enough - and then it will be time for me to sell those Friday purchases.

Welcome to a world of reality...

The Coalition of the Ailing

All things fair, I'm very glad that your blog got so much traction.
As one who has analyzed the financials recently, MS was on my shopping list and yesterday was a good day to start Thanksgiving early.

I completely agree with the previous poster about MS's profile.
Also, I think that the economic powers of the world have learned their lesson - so MS has more than angels looking after it now.

IT IS THE EXAMPLE TO SET THINGS STRAIGHT.

Watch LIBOR plummet on Monday and let the domino effect begin!

VR

Credit Turmoil Behind Morgan Stanley Price Target Cut

Unfortunately, like most analysts, Ms. Whitney doesn't walk her talk. Price target cut to $68 from $78? There is nothing probable in that target forecast! Her talk would imply something closer to $48! What gives?