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Hey, Big Wall Street Bank Execs Always Tell the Truth When They’re in Trouble, RIIIIGHT????

Reggie Middleton's picture




 

I present this as an introduction to my opinion and analysis of JP Morgan's 3rd quarter operating results for those of you who have not followed me in the past. You can save some time and just review , but this is probably a lot more entertaining! I will be on CNBC’s Squawk on the Street
Monday Morning, Oct 18th to discuss my (probably controversial)
opinions on banking, technology and real estate. It should be
interesting, for I believe I am a very “different” type of pundit. Be
sure to tune in and write CNBC with your opinions and comments. So, while putting together my thoughts on JPM's 3rd quarter and particularly comments from management,
I took the time to pour through my blog’s archives, and asked myself…

Hey, Big Wall Street Bank Execs Always Tell the Truth When They’re in Trouble, RIIIIGHT????

Here’s more of Alan Schwartz lying on TV in March of 2008

Meredith Whitney downgraded Bear Stearns today Friday, March 14th, 2008:
“Yep, she did it. The ratings agencies are considering a downgrade. I
thought it was a joke when I first heard it. Let’s just imagine that I
used these wise sources as an info source to make my money! The ratings
agencies and sell sides are jokes that I can no longer laugh at.”

It’s a good thing no one listened to that damn blogger who
has the gall to charge money for his research and opinion. We had to
listen to him bitch and moan for 2 months before… Is this the Breaking of the Bear? (January 2008)”

Bear Stearns is in Real trouble

Bear Stearns will soon be, if not already, in a fight for its
life… the biggest issues don’t seem all that prevalent in the media
though. Bear Stearns is in a real financial bind due to the assets that
it specialized in, and it is not in it by itself, either. For some
reason, the Street consistently underestimates the severity of this
real estate crash. If you look throughout my blog,
it appears as if I have an outstanding track record. I would love to
take the credit as superior intelligence, but the reality of the matter
is that I just respect the severity of the current housing downturn –
something that it appears many analysts, pundits, speculators, and
investors have yet to do with aplomb. With a primary value driver linked
to the biggest drag on the US economy for the last century or so, Bear
Stearn’s excessive reliance on highly “modeled” and real
asset/mortgage backed products in its portfolio may potentially be its
undoing. This is exacerbated significantly by leverage, lack of
transparency, and products that are relatively illiquid, even when the
mortgage days were good.”

Notice how the worse case scenario is economic insolvency – as in less than ZERO!

Book Value, Schmook Value – How Marking to Market Will Break the Bear’s Back

…  I can say that when I do watch it I hear a lot of perma-bulls
stating that this and that stock is cheap because it is trading at or
below its book value. They then go on to quote the historical
significance of this event, yada, yada, yada. This is then picked up by
a bunch of other individual investors, media pundits and other
“professionals,” and it appears that rampant buying ensues. I don’t
know how much of it is momentum trading versus actual investors really
believing they are buying on the fundamentals, but the buying pressure
is certainly there. They then lose their money as the stock they
thought was cheap, actually gets a lot cheaper, bringing their
investment down the crapper with it. What happened in this scenario?
These investors bought accounting numbers instead of true economic book
value. Anything outside of simple widget manufacturers are bound to
have some twists and turns to ascertain actual book value, actual
marketable book value that is. This is what the investor is interested
in, the ECONOMIC market value of book, not what the accounting ledger
says. After all, you are paying economic dollars to buy this book value
in the market, so you want to be able to ascertain marketable book
value, I hope it sounds simplistic, because the premise behind it is
quite simple – How much is this stuff really worth?. The implementation
may be a different matter, though. I set out to ascertain the true
book value of Bear Stearns, and the following is the path that I took.

Then he had the nerve to come back with Bear Stearn’s Bear Market – revisited Friday, February 22nd, 2008

So, who was right?

The Bust that Broke the Bear’s Back? Monday, March 10th, 2008: My ruminations on Bear Stearns look to come into their own…

It looks as if the prudent should start debating the ability of Bear Stearns to remain a going concern Thursday, March 13th, 2008

Despite the Federal Reserve’s efforts Wall Street fears a big US bank is in trouble Thursday, March 13th, 2008: While I can’t know for sure which IB it may be, my studies tell me it is either the Bear with the Broken Back or the Riskiest Bank on the Street, and that’s where I’m concentrating my bets…

From the London Business Times: Global
stock markets may have cheered the US Federal Reserve yesterday, but
on Wall Street the Fed’s unprecedented move to pump $280 billion (£140
billion) into global markets was seen as a sure sign that at least one
financial institution was struggling to survive. The name on most
people’s lips was Bear Stearns.
[Hey, it pays to read the boombustblog.com. ...]
“The only reason the Fed would do this is if they knew one or more of
their primary dealers actually wasn’t flush with cash and needed funds
in a hurry,” Simon Maughan, an analyst with MF Global in London, said.
Bear Stearn’s new CEO states unequivocally that his balance sheet
hasn’t changed since November and that they have $17 billion of
cushion.
[He did not outright say that they were in good shape though. My concern was looking forward. They are a significant counterparty risk (along with Morgan Stanley) and they have significant illiquid level 2 and 3 assets as a percentage of tangible equity. In addition, 17 billion is not much considering the leverage and amount of illiquid assets held by this bank.]

And what happens after the fact? Yes, I can turn bullish as well…

Joe Lewis on the Bear Stearns buyout Monday, March 17th, 2008: The
problem with the deal is that it is too low, and too favorable for
Morgan. It is literally guaranteed to drive angst from the other side.
Whenever you do a deal, you always make sure the other side gets to walk
away with something.  If you don’t you always risk the deal falling
though unnecessarily. $2 is a slap in the face to employees who have
lost a life savings and have the power to block the deal. At the very
least, by the building at market price and get the company for free!

BSC calls are almost free and the JP Morgan Deal is not signed in stone Monday, March 17th, 2008

This is going to be an exciting, and scary morning Monday, March 17th, 2008

As I anticipated, Bear Stearns is not a done deal Tuesday, March 18th, 2008

Reggie Turns Bearish on Lehman in February, before anyone had a clue!!!

  1. Is Lehman really a lemming in disguise? Thursday, February 21st, 2008
  2. Web chatter on Lehman Brothers
    Sunday, March 16th, 2008: It would appear that Lehman’s hedges are
    paying off for them. The have the most CMBS and RMBS as a percent of
    tangible equity on the street following BSC. The question is, “Can they monetize those hedges?
    I’m curious to see how the options on Lehman will be priced tomorrow.
    I really don’t have enough. Goes to show you how stingy I am.
    I bought them before Lehman was on anybody’s radar and I was still to
    cheap to gorge. Now, all of the alarms have sounded and I’ll have to
    pay up to participate or go in short. There is too much attention
    focused on Lehman right now.
  3. I just got this email on Lehman from my clearing desk Monday, March 17th, 2008 by Reggie Middleton

Like I said above, it’s not as if upper management of these Wall Street banks would ever mislead us, RIGHT????

Erin Callan, CFO of Lehman Brothers Lying giving an interview on TV in March and again in June of 2008.

Even if the big Wall Street banks would lie to us, we have expert
analysts at hot shot, white shoe firms such as Goldman Sachs, who of
course not only are “Doing God’s Work” but also happen to be the
smartest of the smart and the “bestest” of the best, RIIIGHT!!!??? Below
we have both Erin from Lehman AND Goldman lying on TV in a single screen shot. Ain’t a picture worth a thousand words???

We even had the inscrutable Meredith Whitney say “To suggest that Lehman Brothers is going out of business is a real stretch!” (She OBVIOUSLY DOESN’T READ THE BOOMBUST) as well as Erin Callan, the CFO of this big Wall Street bank on TV lying interviewing again…

But that damn blogger guy Reggie Middleton put his “put
parade”short combo on Lehman right about that time, and had all of these
additional negative things to say…

Lehman stock, rumors and anti-rumors that support the rumors Friday, March 28th, 2008

May 2008: I
never got a chance to perform a full forensic analysis of Lehman, but
did put a fair size short on them a few months back due to their “smoke
and mirrors” PR (oops), I mean financial reporting. There were just too
many inconsistencies, and too much exposure. I was familiar with the
game that some I banks play, for I did get a chance to do a deep dive on
Morgan Stanley, and did not like what I found. As usual, I am
significantly short those companies that I issue negative reports on, MS
and LEH included. I urge all who have an economic interest in these
companies to read through the PDF’s below and my MS updated report
linked later on in this post. In January, it was worth reviewing “Is this the Breaking of the Bear?”, for just two months later we all know what happened. I came across this speech
by David Eihorn and he has clearly delineated not only all of the
financial shenanigans that I mentioned in my blog, but a few more as
well. Very well articulated and researched.

So, who was right? The Ivy league, ivory tower boys doing God’s work or that blogger with the smart ass mouth from Brooklyn?

Please click the graph to enlarge to print quality size.

image006.png

You can find the public version of my JPM quarterly opinion here. I will have an updated valuation complete with my foreclosure forecasts and "Fraudclosure" opinions for subscribers by Monday or Tuesday morning.

Learn more about BoomBustBlog here: Who is Reggie Middleton!!!

 

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Mon, 10/18/2010 - 17:32 | 659442 Pemaquid
Pemaquid's picture

Thumbs up, Reggie.

Mon, 10/18/2010 - 13:10 | 658590 Niskyboy
Niskyboy's picture

Way to go, Reggie.

Mon, 10/18/2010 - 11:37 | 658338 gmrpeabody
gmrpeabody's picture

Just watched your interview..., good job! I would have soiled my britches.

Oh yea, I agree with your positions.

Mon, 10/18/2010 - 11:41 | 658351 Apply Force
Apply Force's picture

Agreed - excellent job, Reggie.

Good to see rational, critically thinking people get some props.

Mon, 10/18/2010 - 11:28 | 658301 Mercury
Mercury's picture

REGGIE'S 10/18 CNBC APPEARANCE HERE:

http://www.cnbc.com/id/15840232?video=1618325359&play=1

 

Mon, 10/18/2010 - 12:06 | 658431 Lionhead
Lionhead's picture

And for those that want to submit a comment to CNBC on the Middleton interview, go here:

https://register.cnbc.com/email/EmailSupport.jsp

 

Mon, 10/18/2010 - 11:51 | 658382 Problem Is
Problem Is's picture

Nice Reggie...
Concise and understandable. Did Erin insult you with her boyish charms for bringing reality into the discussion?

Or did you counter:

"Just the facts, boyish ma'am."

"China lead toy thing... How's that  working for you?"

Mon, 10/18/2010 - 11:27 | 658294 Lionhead
Lionhead's picture

Well done Reggie on your CNBC appearance this morning. I admire your confidence to go on & dispense some truth for a change.  You're among the handful of analysts like Meredith Whitney that give their opinions without waffling or waiver. Keep pressing forward with the truth!

Mon, 10/18/2010 - 05:09 | 657820 Coldfire
Coldfire's picture

Your consistent objectivity and independence got you where you are, Reggie. You don't need the MSM. If you get in bed with the Devil, sooner or later you're gonna have to fuck. Look at Erin Callan's eyes. You don't want eyes like that. Having said that, knock 'em dead. Looking forward to finding out if I should place JPM on my Conviction Dump (and I mean that) List.

Mon, 10/18/2010 - 01:03 | 657731 bigelkhorn
bigelkhorn's picture

I laugh when people say ben bernanke doesnt know what he is doing. he knows exactly what he is doing! Trying to destroy the US without people thinking he knows what he knows. same old same old. When will the people wake up. Go and listen to http://www.forecastfortomorrow.com guy. he knows his stuff and is very accurate.

Sun, 10/17/2010 - 22:57 | 657606 myshadow
myshadow's picture

If they pull 'ok, we'll have to leave it there'....there is always Dylan Ratigan next door.  I'm looking forward to hearing you.  Good luck.

Sun, 10/17/2010 - 22:43 | 657590 web bot
web bot's picture

I'm hearing that JPM could be short 150M oz of COMEX silver, and may have already lost over $900M during the past 60 days on a mark-to-market basis. Keep in mind this more than likely is just their COMEX short positions and not all of the other silver derivatives they have shorted.

Anyone else hearing this?

Mon, 10/18/2010 - 04:10 | 657806 Kina
Kina's picture

I'm sure they have 150m oz sitting in the back shed. They wouldn't short without having the goods would they now. That would be manipulating the market.

 

Oh good, more black swans coming in to land.

Would suggest JPM and HSBC have a bad year ahead of them as a can't see gold making any substantial dive for a while yet, not while BB is printing and Japan, Europe etc..

 

Sun, 10/17/2010 - 22:17 | 657547 williambanzai7
williambanzai7's picture

As a fellow Brooklynite (Church Avenue and Ocean Parkway/ PS 231) I would say the guy from Brooklyn.

Sun, 10/17/2010 - 20:11 | 657331 Disambiguation
Disambiguation's picture

Good luck Reggie, hope you get some questions which you really want to answer!!!!!

Mon, 10/18/2010 - 06:12 | 657834 i-dog
i-dog's picture

Do what the politicians do ... answer their questions with the answers you have prepared for your questions. Then the line mysteriously drops and they switch to station break.

Sun, 10/17/2010 - 19:56 | 657290 Florida Joe
Florida Joe's picture

The fraud ridden MBS securitizations and REMICs were well known liabilities to all involved as they fabricated and then pushed the junk to their clients.

Now we know why bankers of all stripes had the urgency to get their bonuses ASAP and the obvious total use of the MSM as a tool to propagate "confined to subprime" false-flag operations and disinformation.

Swing for the fences Reggie. Your years of intellect, intellectual honesty, and common sense deserve the recognition.

 

 

 

 

Sun, 10/17/2010 - 19:41 | 657258 doolittlegeorge
doolittlegeorge's picture

Bullwinkle Moose (aka Uncle Sam) "Hey, Rocky...wanne see me pull a rabbit out of hat?"

Rocky (aka Wall Street) "Awwww, Bullwinkle...that trick 'll never work."

Bullwinkle Moose "Nothing up my sleeve...PRESTO!  Wait a minute...this time fer sure!"

Don't tell me with FinReg AND with the war "Wall Street isn't going to ask for something in return." Lying?  More like the proverbial "pound of flesh," right?  I mean "don't they have it already?" (whatever happened with Goldman?)  Or maybe you mean "that's just a start."  In short "if they were too big to fail before, what are they now?"

Sun, 10/17/2010 - 19:43 | 657253 tom
tom's picture

Congrats on the teevee exposure. Be sure to post the clip here for all of us who don't watch that (excuse me) honkey jive channel.

And be sure to read that Branch Hill report, if you haven't already. They have similar opinions to yours that push-backs were set to explode even before the scandal over sloppy docs and backdated falsies.

Sun, 10/17/2010 - 19:34 | 657250 SRV - ES339
SRV - ES339's picture

Best wishes Reggie... but if you're going on CNBC to be mean to bankers, do it quickly 'cause I suspect they may "be up against a hard break" as soon as they figure you out.

Yes, it's "speak (quickly) and carry a big stick" my friend.

Sun, 10/17/2010 - 19:34 | 657235 Mercury
Mercury's picture

Reggie on CNBC!   I can't wait.  I was just complaining about his high getin' it right/MSM exposure ratio too.

See if you can squeeeeeeze some props in for ZH Reggie (after your own site of course).

Sun, 10/17/2010 - 19:43 | 657260 Conrad Murray
Conrad Murray's picture

Haha, we gotta overnight Reggie one of these for his interview:

http://www.cafepress.com/zerohedge.419947812

Can't wait to see you on CNBS tomorrow Reggie.  I let Bloomberg know I wanted to see more of you on there after your interview, will do the same here. 

Sun, 10/17/2010 - 19:49 | 657277 Mercury
Mercury's picture

That's great...I really do need to get myself some ZH swag.

Reggie has been my most hoped for guest on CNBC for a while now - besides Marla appearing in hologram form and verbally slaughtering everyone on the set that is...

Sun, 10/17/2010 - 21:05 | 657428 Bob
Bob's picture

Are you saying my hopes are crazy?  I can't help but imagine something more personal from her!

Sun, 10/17/2010 - 19:22 | 657226 merehuman
merehuman's picture

You have every right to crow a bit. Then again, aint nuthen to crow about since we are all screwed. Surely you know that better than i. Sorry about our luck

Sun, 10/17/2010 - 18:53 | 657192 Trial of the Pyx
Trial of the Pyx's picture

Give em hell Reggie

 

relax

 

stay on point

 

short concise thought packages

 

good luck!

Sun, 10/17/2010 - 19:43 | 657259 Mercury
Mercury's picture

Being gentlemanly to the ladies never hurts either...which should not be confused with taking shit from Erin Burnett.

Sun, 10/17/2010 - 18:54 | 657170 no life
no life's picture

Is the foreclosure mess big enough to cause anyone to (publicly) flirt with insolvency.. is that where this analysis is going? TARPII and the whole shebang?

Sun, 10/17/2010 - 18:04 | 657131 Jake Lamotta
Jake Lamotta's picture

Obama = Yes we can.

Mon, 10/18/2010 - 11:38 | 658341 Problem Is
Problem Is's picture

Obummer = No, we can't...

Sun, 10/17/2010 - 18:00 | 657125 RockyRacoon
RockyRacoon's picture

Reggie!  Your modesty is just too cute. 

Accuracy I won't quibble with.   Gimme accuracy any day.

Sun, 10/17/2010 - 18:58 | 657196 Reggie Middleton
Reggie Middleton's picture

Hey, I'm just as hard on myself when I'm wrong - probably harder. It's just that it is much more profitable for me when I'm not wrong, so I try very hard not to be :-)

My server just went down with almost 2000 simultaneous requests. It appears that the web going public is anxious to see new media meet mainstream media.

Mon, 10/18/2010 - 07:35 | 657863 moneymutt
moneymutt's picture

good work reggie...if financial news shows were not run to support elite, but rather report, you would have your own show

have you ever been on Ratigan's show, and if not, why not.?

Mon, 10/18/2010 - 00:36 | 657710 chopper read
chopper read's picture

if you don't toot your own horn then nobody will hear you coming, Reggie.  keep up the good work.  

Sun, 10/17/2010 - 22:33 | 657574 El Hosel
El Hosel's picture

Reggie,

   Your not wrong and your timing looks just right...  Last weeks "Rhino Horn" options expiration is the perfect cherry on top the mountain of debt, deceit and deception.

  Let the bust be revealed.

Sun, 10/17/2010 - 21:03 | 657426 Bob
Bob's picture

That's exactly what's happening, Reg.  And NM has clearly established itself as source material these days.  We still depend upon the MSM, however.  But that's okay for now, imo. 

Break a leg, man!  Get your full due and nothing less. 

Sun, 10/17/2010 - 18:59 | 657197 beastie
beastie's picture

Get yourself a Mac :)

Sun, 10/17/2010 - 20:36 | 657378 Cognitive Dissonance
Cognitive Dissonance's picture

He just needs to upgrade to that new fangled 486DX 33MHz with 2 MB RAM.

I for one will be watching. I'll even turn the volume up for your spot, something I only do for Santelli during working hours. :>

Sun, 10/17/2010 - 22:22 | 657557 Hulk
Hulk's picture

Those things were 4 thousand bucks in 93!

Sun, 10/17/2010 - 17:46 | 657102 Just_Another_User
Just_Another_User's picture

Nice... this should be entertaining!

Sun, 10/17/2010 - 17:45 | 657101 beastie
beastie's picture

Reggie, 

In your analysis of JP Morgan I saw no mention of their Silver position and the fact it's costing them money instead of making them money. Granted it's small compared to their real estate mess ....

Maybe I missed it.  

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