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- The Problem With the Citi Bailout
- Dear John Thain submits: We all know that Citi C was “bailed out” last week. However, as far as I can see, Citi’s is a unique situation for several reasons: The company was not taken over, and Management was allowed...
- External links 2008-12-03
- 7 Steps Toward a Better Financial TV Network
- Dear John Thain submits: Starting with the little spat between Jon Stewart and CNBC I started to think seriously about how the financial news stations are extremely broken. Now, I’ve mused on specific parts of this equation before. However, I’ve been writing this post, a more complete look, for...
- External links 2009-06-16
- Some Notes and Predictions on Stress Test Results
- Dear John Thain submits: As the results of the stress test start leaking out slowly, it’s a fun exercise to make some educated guesses/predictions about what the future holds and take note of pertinent facts. As we’ve discussed before, there is a lot to take issue with when considering...
- External links 2009-05-06
- TARP Repayment: Yes, There Are Restrictions
- Dear John Thain submits: There is a meme (did you know that word was invented by Richard Dawkins?) going around the blogosphere that, in essence, says Geithner doesn’t have the right to prevent T.A.R.P. repayment, even if no fresh capital is raised. This is incorrect. From the Goldman Sachs...
- External links 2009-04-21
- Repaying TARP: There ARE Restrictions
- Dear John Thain submits: There is a meme (did you know that word was invented by Richard Dawkins?) going around the blogosphere that, in essence, says Geithner doesn’t have the right to prevent T.A.R.P. repayment, even if no fresh capital is raised. This is incorrect. From the Goldman Sachs...
- External links 2009-04-21
- That Public Resignation Letter Offers Some Good Insight Into the AIG Problem
- Dear John Thain submits: I’ll admit it, Jake DeSantis’ resignation letter got me extremely annoyed. It’s a bait-and-switch–a one-sided telling of the story that doesn’t even jive with itself. I’ve been a bit torn about whether or not to write about it, but here we are. So, let’s get...
- External links 2009-04-02
- CNBC's Specious Reporting on the Housing Plan
- Dear John Thain submits: So, by now you’ve heard of the rant of some guy I’d never heard of before, Rick Santelli. (Not to be confused with Barron’s Michael Santoli). Does anyone else find it amusing that Mr. Santelli was ranting on the floor of an “open outcry” trading...
- External links 2009-02-22
- Premature to Judge TARP Performance Now
- Dear John Thain submits: Felix has a post focused on some of the numbers in the CBO report on TARP. Specifically, it looks at subsidy rates (amount lost from various “bailouts” due to mark-to-market as a percentage of the original investment). First, I’ll note my strong objections to using...
- External links 2009-01-18
- Citi Watch: Breaking Up Is Hard to Do (and Hard to Do Right)
- Dear John Thain submits: Well, the Citi C is burning… or breaking apart at least. Honestly, this has all been rehashed so much, I’ll not even bother citing where I have learned these basic facts and figures. First, though, I will say that Deal Journal’s coverage has been great...
- External links 2009-01-15
- Compensation Watch: Credit Suisse's PAF Program
- Dear John Thain submits: Wow. Seriously, wow… This year, up to 80% of the stock portion will come via what Credit Suisse CS is formally calling a “Partner Asset Facility,” (PAF) of the illiquid assets, largely corporate loans. by Dear John Thain
- External links 2008-12-20
- Finally, Some Semblance of Rationality to Wall St.'s Compensation Structure
- Dear John Thain submits: It’s finally occurred. As I just read on Clusterstock, there is officially some sort rationality creeping into Wall St. payment structures. Claw-backs are here, as I suggested previously I was hardly alone. Now, I wonder what the real impetus behind this sort of decision really...
- External links 2008-12-10
- Catching Up on Recent History
- Dear John Thain submits: Yes, I’m alive! I’m terribly sorry for the extended silence, but I’ve had some big changes going on in my personal life and have been out of the loop for a while (honestly, my feed reader needs to start reading itself–I have over 1,000 unread...
- External links 2009-07-28
Additional Resources
- Merrill's John Thain Says the Magic Words
- Dear John Thain submits: One thing that came up often as Merrill’s MER recent C.D.O. sale and capital raise were discussed is how one could really say that the following two statements, from the Merrill press release, are not conflicting with my statement. Let’s examine the Merrill statements first…...
- External links 2008-08-10
- On Banking Executives and Risk
- Dear John Thain submits: I read the NYT Dealbook post on Alan Schwartz, and I have to admit, it completely destroys the entire notion of executives at firms, especially like Bear, as having any real personal risk. Let me quote… Mr. Schwartz, Bear Stearns’s chief executive during the firm’s...
- External links 2008-07-31
- Disclosure from Financials? I Call B.S.
- Dear John Thain submits: Disclosure and financial filings seem to be topical today with the S.E.C. announcing the Investment Banking Analyst Mercy Initiative [IDEA]. So, I’ll play ball. I have read a bunch of things recently making claims about the ability of a diligent investor to know what they...
- External links 2008-08-20
- On Recent Financial Stories
- Dear John Thain submits: I haven’t had the opportunity, in a long time, to cobble together some real thoughts. However, here are a few quick takes on what is going on recently: 1. Citi C continues to shuffle deck chairs. Now, I don’t know what they could...
- External links 2008-08-27
- Fannie and Freddie: We All Support You!
- Dear John Thain submits: Well, it seems like this slow motion trainwreck is finally going to compel some action. Jeeze. The more one reads the more ridiculous this whole thing is… 1. Fannie and Freddie are not created equal (no one “in the know” ever thought they were…). Apparently...
- External links 2008-09-07
- Calling a Bottom: It's Time To Party
- Dear John Thain submits: I’m making a bold statement here: We’ve turned a corner. The Worst is over. Our evidence? 1. The Fannie FNM and Freddie FRE issue was always odd because, for as long as I can remember, there was an implicit guarantee that was unquestioned in all...
- External links 2008-09-10
- Fannie and Freddie: Mission Drift on Parade
- Dear John Thain submits: Well, Fannie and Freddie, bailed out, now have market capitalizations of $834MM and $381MM respectively; around $1.2 billion in total. Now, let’s keep that in mind as we read this Barron’s story: by Dear John Thain
- External links 2008-09-12
- Four Questions About How We Got Here
- Dear John Thain submits: What a weekend. I’m sure Wall St. feels a bit brutalized by the events. Now, here are my questions… 1. Doesn’t Lehman LEH have to be involved in moving trades that are facing it? I simply do not understand what the “Lehman Risk Reduction...
- External links 2008-09-15
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