• Pivotfarm
    05/30/2015 - 08:32
    Warren Buffet isn’t one of the richest men in the world with the flair for making a fast buck or two for nothing.

Contributing Editors' Blog Entries

rcwhalen's picture

A Tale of Two Banks: Citigroup and Wells Fargo

Ben Bernanke Ben Bernanke Citigroup default Default Rate Dick Bove Federal Reserve NIM ratings Real estate Wells Fargo I continue to believe that the large difference between the valuation of WFC and C is actually about right and is a function of the high-risk business model at C.  Say what you want about the piles of cash, Dick Bove, C has a gross yield on lending assets that is more than 350bp above the industry average, a function of a subprime internal default target for the average customer.  This is a deliberate business model choice and one that, frankly, makes it hard for me to justify buying C. 

thetechnicaltake's picture

Investor Sentiment: An Important Juncture

Dumb Money Investor Sentiment Price Action Rydex There is a sense of incredulousness regarding the recent price action.

smartknowledgeu's picture

Business School Curricula Today Lacks Real Critical Knowledge to Survive the Global Economic Crisis

Capital Markets Central Banks Fractional Reserve Banking Keynesian economics KIM None SmartKnowledgeU Twitter Twitter Business school curricula today completely lacks the necessary knowledge to survive the deepening and widening global monetary & economic crisis. We offer a video and a few thoughts below regarding the type of knowledge that will help you prepare.

Bruce Krasting's picture

New CBO report – Lower (not increase) the early retirement age!

Congressional Budget Office Unemployment Why aren't the deciders in D.C. thinking about "out of the box" ideas like this?

williambanzai7's picture


Coffee Banned!

Reggie Middleton's picture

BoomBustBlog Research Evident In Today's News...

Bank Run Bear Stearns Counterparties Fitch France Funding Mismatch Greece Italy Lehman Rating Agency ratings RBS Sovereign Debt Trade Deficit More reasons why quality blogs should be staple fodder for those who are serious about real information and analysis. Now reporters, editors, bankers, analysts, managers, politicos & regulators frequent blogs. Do you wonder why?

rcwhalen's picture

Sol Sanders | Follow the money No. 101 | I’ll see you -- and raise?

Afghanistan B+ Barack Obama Crude default European Union Greece Iran Iraq Japan Recession recovery Saudi Arabia Timothy Geithner Turkey Unemployment Wen Jiabao Pres. Barack Obama has launched new international diplomatic poker with “a trailing hand”. It is impossible to exaggerate the forces at play, economic as well as political, foreign and domestic, and their interplay.

testosteronepit's picture

The Inexplicable American Consumer Takes A Breath

BLS Conference Board Consumer Confidence Consumer Sentiment Gallup Michigan Reality Reuters Unemployment University Of Michigan White House Hope is soaring. But the toughest creature out there, the one no one has been able to subdue yet, has other plans.

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