The Moody’s Downgrade: Hurts Some Banks, but Helps Others
What’s the premise behind this whole downgrading business? “Hindsight is 20/20.” “Fool me once, shame on you. Fool me twice, shame on me.” We’ve all heard these adages before – and so has Moody’s....
View ArticleToo Big to Fail: Why ‘Too Big’ Isn’t the Problem
This past March, I wrote an article titled Understanding the Volcker Rule. It provides some background as to the debate surrounding the separation of commercial and investment banking within the...
View ArticleThis is Like Buying A Ferrari for 15 Cents on the Dollar
If you could buy a Ferrari for 15 cents on the dollar, you would, right? How about if you could trade a high-value stock for a fraction of its selling price? Well… you can. And it’s not terribly...
View ArticleInvesting in Mexico: Latin America’s Next Largest Economy
I’ve noticed people go to great lengths to travel the world, but inexplicably ignore sites in their own backyard. Take me, for example. I have lived in the United States for over 25 years. And while I...
View ArticleHow to Buy Berkshire on the Cheap
There are a lot of Warren Buffett wannabes out there. And why not associate your fund with this legendary investor and his conservative strategy? The problem is pulling it off… You need the patience of...
View ArticleTime to Play Rising Natural Gas Prices
A recent Barron’s article was very positive about banks in 2013. They expect healthy growth from capital markets, corporate lending and deposits. And the existing catalysts of housing and the labor...
View ArticleRising Interest Rates Mean Trouble for Banks, Insurers
If you were around in the ‘70s, you may recall the episode of the sitcom Happy Days in which Fonzie (in his trademark leather jacket) jumped over a shark pen on water skis. This had been one of...
View ArticleA Closer Look at JPMorgan’s $13 Billion Settlement
Banks are supposed to be a financial safe haven: a place to store money and valuables. People trust their banks to secure their checking and savings accounts, handle their loans, and offer reliable...
View ArticleMy Super Bowl Is Next Week
A Note From the Editorial Director: Marc Lichtenfeld has been racking up the frequent flier miles lately. In the past few weeks, he’s been through Austria, Liechtenstein and Switzerland. Then he...
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Will Better Weather Improve Profits for U.S. Banks?
It’s the weather. Whenever a weaker-than-expected economic report is released for a cold month, pundits always blame the weather. It’s become a cliché. So when the Department of Labor released its...
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