- Can we trust the government to be objective when they are the major shareholders in banks?
- How "stressful" were the stress tests?
- How much will the modified accounting rules add to earnings?
- Is writing up asset valuations really prudent when continuing unemployment claims are just about 6 million?
- Do you think that most of the banks' operating earnings resulted from the MBS land grab?
I got what I wanted, an unwarranted rally in bank stocks. Prepare to short the sector en masse. Watch out for SEC rule changes on the way. The government is out of bullets.
Thursday, April 9, 2009
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