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JP Morgan
After reviewing the Jefferies earnings call I’m very optimistic as to how this quarter should shake out for the other financials.  CEO Richard Handler has done an amazing job with Jefferies, in the most difficult of environment.  I really appreciate the way that he has opportunistically bought back stock and debt at favorable prices, and...
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Today we had some big news with the Federal Reserve announcing the results of the dramatic stress tests.  As a whole the US banking industry did quite well, which is to be expected considering they have double the capital that they had three years ago. I was somewhat surprised to see Citigroup, which has one...
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With 2011 coming to a close I think it is very important to lay out our views going into 2012, and how that will affect our investment strategies.  2011 was a very difficult year that saw some of the most successful investors Warren Buffett, Bill Gross, Bruce Berkowitz, John Paulson, Martin Whitman, among many others...
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