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RCM Comment: I have been writing at length about the creative “better than expected” EPS coming from the banking sector. Today, I offer the analysis of Dave, a colleague on gata.org who really nails the Wells Fargo fraud, enjoy. “So far — and especially in Q1 — Wells/Wachovia benefited from gov’t and bank-specific foreclosure prevention and moratorium. This kept Q1 […]
RCM Comment: IT’S ABOUT TIME!! By Timothy R. Homan Bloomberg News Saturday, April 18, 2009 Former Federal Reserve Chairman Paul Volcker said Congress will probably review the authority granted to the Fed following emergency credit programs doubling the central bank’s balance sheet to $2.19 trillion. “I don’t think the political system will tolerate the degree of activity that the Federal […]
Big banks with government support VS. Smaller banks operating in the real world “Better than expected” EPS (the big banks) Wells Fargo (WFC) Goldman Sachs (GS) J P Morgan (JPM) Bank of America (BAC) Worse than expect EPS (the smaller banks) Keycorp (KEY) Pacwest Bancorp (PACW) SVB Financial (SIVB) US Bancorp (USB) Zion Bancorp (ZION) State Street (STT) Bank of […]
It’s great when you get a website project where each time you sit down you can’t help but think of a beautiful Costa Rica vacation! We started working with the Punta Bocana team last year, our goal was to create a website for a real estate project that is both aesthetically pleasing as well as an informative resource for future […]
Yes, spells, you heard me correctly. You may wonder in this day and age, why are we talking about spells? What are spells? In today’s culture, it is called subliminal messages or going one step further, it is your own beliefs. Spells are beliefs/thoughts/actions that we follow without really knowing why. A simple example is when you go to supermarkets. […]
Benchmarks have performed positive because of the increase in oil & gas and metals prices in March, hedge fund manager Ansher Fund Management says. March has been positive all across the markets and the hedge fund manager increased holdings in Kazakhstan and Kyrgyzstan as together with Uzbekistan, Ansher believes that these will be the strongest performers in the region. Regarding […]
RCM Comment: Goldman Sachs continued… Cracks in the foundation of the “better than expected” Q1 numbers from GS. The first story below highlights the rather dubious decision by GS to change its fiscal year, which helped reduce the impact of an awful December. The second story is perhaps even more troublesome as it attacks the very root of Goldman’s “successful” […]
RCM Comment: I continue to believe we will see a significant division within the banking sector during earning season. As I have stated, I expect the big banks (GS, WFC, JPM) – who are in cahoots with the government – to post “much better than expected EPS“, while the smaller regional banks will not. The first test of this theory […]
The cause and durability of this equity market rally continues to be a hotly contested debate. I would like to throw my hat in the proverbial ring and offer some thoughts on durability. Every market rally – whether it be a bull market or bear market bounce – has a group that leads the move. By studying this group we […]
After reading Jeremy Grantham of GMO’s most recent letters, I see that there are several attribute of Mr. Grantham that I admire and think are common amongst other great investors: 1. Willingness to say “I don’t know.” Jeremy Grantham has great insight on a vast amount of financial market topics, but he is quick to say, “I don’t know”, when […]
