Preface: Not all banks are criminal enterprises. The wrongdoing of a particular bank cannot be attributed to other banks without proof....
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It is the 5th anniversary of the collapse of Lehman, AIG, and the GSEs. At this time 5 years ago, my assumption was that by today,...
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My afternoon train reading: • Fed recoils from 1937 tightening error as jobs evaporate (Telegraph) see also What are the Risks of...
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You know I love these sorts of things: Dr. Ed Yardeni has a nice set of monster sentiment charts posted at his site. The link is Stock...
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My morning reading: • Bernanke Saves Companies $700 Billion as Verizon Leads Sales (Bloomberg) see also I can haz no capex (FT...
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Time to update the tally: Each year, JPM has profits of about $25 billion dollars on revenues well over $100 billion dollars. Part of the...
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Over the next week, I am going to be detailing the fantastic line up of speakers we have for our upcoming conference (Full schedule...
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