thannagan

Latest Bank Leverage Stats - Some Still High

From a shareholder safety perspective, I would include the preferred funding to get the tangible equity/tangible assets ratio. The preferred funding, unlike debt, is as reliable a source of funds as the common. This changes the gearing or leverage picture substantially for some on the list.

Government Risk Rises: Credit Markets Face Structural Collapse

R - sorry - try this url:

www.decisionanalyticsb...

Tom

Government Risk Rises: Credit Markets Face Structural Collapse

Rakesh - Thanks for the insights. I like your contantly referring to the risk-adjusted rates as the best reflection of likely (real world) returns on various instruments - and therefore their relative actual value. I think the systemic implications (cascading market imbalances) are largely related to the lack of sufficient risk-based pricing, and net asset values.

I discuss some of these issues realted to bank lending in my blog: decisionanalyticsblog....

Please continue to publish.

Friday Options Update: C, GM, F, GE, CHK, AEM

Joey - Good stuff. What about labor costs? How about a Federal bailout appraoch that is a 50/50 match to whatever GM and Ford can get in the open market and on the same exact terms?

Securities and Exchange Commission and Mark to Market Changes

Graupma, because of 157 and SOX, the baby has been (and continues to be) thrown out with the bath water. 157 is okay if there's a market. Sans a market, you must divide by zero, which doesn't work well at all. I thought TARP was supposed to help create a market for some of these frozen instruments, but apparently that got sidelined.