Recent Posts Tagged With 'wfc'

• In Defense of Ms. Whitney

  Posted on Tuesday November 17th, 2009 at 09:39 in c, bac, mbs, wfc

  Meredith Whitney came on strong yesterday in an interview with Maria Bartiromo, saying the market was overvalued and she had no idea why it was rising. I quote (roughly) "I am the most bearish I have been in a year." Ms. Whitney, in the past, has bee...

• Lewis Leaving: Time To Short Bank of America?

  Posted on Thursday October 1st, 2009 at 07:04 in bac, wfc

  Ding dong, the witch is dead...a familiar reprise to many of us of a certain age. The first witch to go was the wicked witch of the East - John Thain of Merrill Lynch. Now the wicked witch of the......

• Wells Fargo - Oh That Balance Sheet

  Posted on Monday September 21st, 2009 at 09:36 in c, wfc

  I have not written for a long time - roughly a month - as the market has turned me into a hermit. I am afraid of the people in my industry, recommending or buying stocks based on what the person......

• Brown Shoots Turn Black

  Posted on Thursday July 9th, 2009 at 10:46 in Hot, c, bac, wfc, expe

  I never believed in green shoots - they were always brown at best - and now they are turning black and will stay black through 2010. As I write this Larry Kudlow is screaming, telling viewers and suckers to......

• Are Bank Stocks Safe?

  Posted on Monday June 8th, 2009 at 12:17 in c, bac, wfc, jpm

  One of the most frequent topics I'm asked about is bank stocks and whether they're now safe to own. Even though many banks, like Citigroup (C), Bank of America (BAC), JPMorgan Chase (JPM) and Well Fargo (WFC) are now rated......

• Summarizing the Case for Long Term Short Positions

  Posted on Wednesday May 27th, 2009 at 11:39 in TIF, c, coh, wfc, hog, tol, kbh, shq

  As technicians, fundamentalists (and I am not talking about religious types) and almost anyone else will tell you, the market is trading by its own internal logic that is pretty hard to elucidate. Let me try. First, Wall Street sees......

• The Banks - Deja Vu All Over Again

  Posted on Tuesday May 5th, 2009 at 12:28 in c, gs, boa, wfc

  My hero - Yogi Berra - said it best. "It ain't over 'til it's over." The market disagrees with him - at least right now. There is a collective sigh of relief that the stress tests will be more......