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Category: banks

Morgan Stanley Delivers Epic Faceplant, FICC Plunges 30%

January 17, 2019January 17, 2019

Juuust a bit outside.

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Goldman Beats, Market Happy With Advisory Blowout Despite FICC Fail

January 16, 2019January 16, 2019

Lots to digest here, but it looks like the knee-jerk is to “buy”.

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Bank Of America Surges As Market Ignores Latest FICC Miss

January 16, 2019October 24, 2021

Benefit of the doubt?

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JPMorgan Disappoints: FICC Fail Drives First Profit Miss In 15 Quarters

January 15, 2019January 15, 2019

“Challenging market conditions.”

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Christian Sewing ‘Appreciates’ Hudson Executive Not Thinking Deutsche Bank Is Lehman

November 1, 2018

Sewing will take it.

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Goldman, Morgan Square Off In Dueling Earnings Reports

October 16, 2018October 16, 2018

Compare and contrast.

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Morgan Stanley Is The New Goldman: James Gorman Celebrates Another Blowout Quarter

July 18, 2018July 18, 2018

Good luck David Solomon.

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Goldman Posts Mixed Results For Q2, Makes Official Announcement On Solomon Succession

July 17, 2018July 17, 2018

Blame lower volatility and litigation costs.

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Deutsche Bank Understandably Excited To Give You News That Isn’t Totally Bad, But Count Everyone Skeptical

July 16, 2018July 16, 2018

Any good news is welcome even if there are a lot of caveats and fine print.

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JPMorgan’s Record Results Suggest Jamie Dimon Likely To Remain ‘Richer Than You’ For The Foreseeable Future

July 13, 2018July 13, 2018

Jamie Dimon has a “strong, diversified franchise.”

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EastWest: Why U.S. Banks Are Poised to Outperform Canadian Counterparts

June 28, 2018June 29, 2018

“Try Googling “Canadian banks 2008 crisis”.

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‘Someone Or Someones Are Really Scared’

June 28, 2018June 28, 2018

“… we’ve been doing this long enough to know when acute demands for liquidity will likely arise and that’s what it feels like.”

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The Whites Of Their Eyes.

June 26, 2018June 26, 2018

It’s a war now.

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Should You Buy The Banks Like, Right Now? Yes! No. I Don’t Know, Maybe!

May 6, 2018May 6, 2018

Clients just want to know when the damn recession is coming, ok?

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The Dragon, The Riks, And The Wardrobe

April 26, 2018April 26, 2018

Well, here’s hoping the “dragon energy” is with you on Thursday.

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A Bit Of Confusion.

April 19, 2018April 19, 2018

Well, that was interesting.

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Breaking The Bank.

April 18, 2018April 18, 2018

Beleaguered banks, commodities on the come up, golf, the usual…

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Slime Balls, Animals And Lawyers, Oh My!

April 13, 2018April 13, 2018

All you can do is laugh.

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Please Mr. Postman.

April 3, 2018April 3, 2018

Tuesday was another day that had a distinctly circus-like character to it…

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The Day The Robots Died.

March 27, 2018March 27, 2018

R.I.P.

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Hide The Women And Children.

March 23, 2018March 23, 2018

“Tremendous” things are happening.

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Train Wreck.

March 19, 2018March 19, 2018

Monday was a train wreck from start to finish.

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Keep An Eye On The ‘Big 3’ Sectors And The VIX As ‘Trade War’ Talk Heats Up

January 24, 2018January 24, 2018

Remember “knifed at a bus stop”? 

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Storm The Castle.

January 22, 2018

Grab a pitchfork.

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Cities Upon Hills And Castles In The Sky.

January 12, 2018January 12, 2018

Thank God it’s Friday.

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JPMorgan: Buy The Prospective Dip

January 8, 2018

There you go. If you see a dip, you buy it. Immediately. 

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Knifed At A Bus Stop: Is This The Single Most Important Dynamic For 2018?

December 29, 2017December 29, 2017

Let me tell you something you should maybe watch for in 2018.

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Monthly Letter+

  • Deterioration, Dissolution And Default

    May 29, 2023May 29, 2023

Week’s News

Zeitgeist 2023

June 3, 2023June 3, 2023

US Jobs Report Is Goldilocks With Caveat

June 2, 2023June 3, 2023

Rallies And Epochs

May 31, 2023June 1, 2023

China’s Rebound ‘Over’ Amid Dour Data, ‘Miserable’ Stocks

May 31, 2023June 2, 2023

Running Toward Extinction

May 30, 2023May 31, 2023

Most Read

  • US Jobs Report Is Goldilocks With Caveat
    US Jobs Report Is Goldilocks With Caveat
  • 'FOMO' Morphs Into 'FOCUS' Amid A.I. Frenzy
    'FOMO' Morphs Into 'FOCUS' Amid A.I. Frenzy
  • Cheating Gravity With The 'Magnificent 7'
    Cheating Gravity With The 'Magnificent 7'
  • Monopolies
    Monopolies
  • Quixotic Bears Tested In 2023 Stock Melt-Up
    Quixotic Bears Tested In 2023 Stock Melt-Up

Recent Comments

  • derek on ‘FOMO’ Morphs Into ‘FOCUS’ Amid A.I. Frenzy
  • derek on China’s Rebound ‘Over’ Amid Dour Data, ‘Miserable’ Stocks
  • Vannest03 on Cheating Gravity With The ‘Magnificent 7’
  • Emptynester on Quixotic Bears Tested In 2023 Stock Melt-Up
  • longinTTH on ‘FOMO’ Morphs Into ‘FOCUS’ Amid A.I. Frenzy

Monthly Letters

Deterioration, Dissolution And Default

May 29, 2023May 29, 2023

Reinventing Wheels

April 23, 2023May 29, 2023

Lost At Sea

March 11, 2023April 29, 2023

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