Citigroup Sees More Hedge Fund Troubles [View article]
Just a layman here, but this sure points to capital ratios.
Banks take more risk onto balance sheets and have less reserves. Then banks lend less, and have less cash flow. Bank stocks decrease, and there is less capitalisation of macro economies.
This leads to a general credit contraction and resultant recession. It's necessary to shake off failing business models before a restructured economy can emerge.
Like NY Mellon, Goldman and Blackrock in the financials (and GE indirectly). Any recommendations of solid companies which have been tarred with crowd but are waiting in the trenches to outperform?
Wall Street Breakfast: Must-Know News [View article]
Curious how so many miss the point: The US economy has been juiced with financial leverage and the party is ending.
Citigroup Sees More Hedge Fund Troubles [View article]
Banks take more risk onto balance sheets and have less reserves. Then banks lend less, and have less cash flow. Bank stocks decrease, and there is less capitalisation of macro economies.
This leads to a general credit contraction and resultant recession. It's necessary to shake off failing business models before a restructured economy can emerge.
A Bank Led, Bank Insurer Bailout?! [View article]
A Bank Led, Bank Insurer Bailout?! [View article]
Bear Gets Bullish on Bank Stocks [View article]