rcwhalen's blog

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We will only learn about currency risk exposures as and when the creditors disclose same to investors.  In the meantime, we’ll have lots of fun watching media spin their wheels over the game of “find the risk”

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JPMorgan: What's the Fuss?

As either taxpayers or long-term JPM investors, we should be more grateful than sorry about the JPM CIO Ina Drew.

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Overall, EverBank is showing good current performance, but some of the asset quality factors and trends that I see are of concern for the future.

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Do not trust any government. Nothing new here. This Greek government invoked the collective action clause (CAC). It retroactively inserted provisions in a debt contract and then imposed them.