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- Insurance Sector Actionable Intelligence
- Reggie Middleton submits: I have performed some more digging in the insurance sector, basically looking for the next AIG AIG, and although I am far from finished, I thought I would drop a note to the professional level subscribers that extended the general insurance note that I released last week....
- External links 2008-10-19
- Despite Rally, It's Still a Bear Market
- Reggie Middleton submits: Bear Market Rallies Shake Out Weak Hands! The title says it all, but at the end of the day (or more accurately, at the end of the week and a half -on average), they are still just bear market rallies. by Reggie Middleton
- External links 2009-03-26
- TALF's Strengths and Weaknesses
- Reggie Middleton submits: Below, I have outlined and detailed strengths and a glaring weakness in the PPIP plan proposed by Geithner. I also included a relatively simple and easy to implement solution to the problem, a problem which if left unchecked puts the US taxpayer at guaranteed and highly unnecessary...
- External links 2009-04-02
- Latest Mark to Market Rule Changes Are a Travesty
- Reggie Middleton submits: A lot of people have been asking my about my opinion of the latest M2M rule changes. Well, I find it to be a travesty that political pressure and corporate lobbying can actually change the way accounting is done. Note, I say it is a travesty, but...
- External links 2009-04-05
- Who's the Newest, Riskiest Bank on the Street?
- Reggie Middleton submits: Early in 2008 I named Morgan Stanley the "The Riskiest Bank on the Street". Well, now it's time to update my opinion. Who deserves the title "The Riskiest Bank on the Street" now? Let's see what the market says... As defined by...
- External links 2009-04-21
- Beware of Bank Earnings Propaganda - They're Still In Big Trouble
- Reggie Middleton submits: If one were to parse the bullshit that the government has allowed the banks to proffer in the name of earngings, one would find the banks probably flailing this quarter from bad loans and mortgages. Beware of the FASB authorized accounting games and peer beneath the hood....
- External links 2009-07-07
- More Reasons to Short PNC
- Reggie Middleton submits: It looks as if a BoomBustBlogger subscriber has made it into the news with a large option trade - STOCKS NEWS US-Bears flock to PNC Financial put options PNC Financial Services fell 4.33 percent to $35.79. It reported a steep drop in quarterly...
- External links 2009-07-27
- Capitol Bancorp: Likely to Go Bankrupt
- Reggie Middleton submits: In following with my promise to call out the nations most insolvent, publicly traded banks, I am publishing part two of my short list of Doo Doo banks. We have looked into 14 additional banks out of the group previous shortlisted...
- External links 2009-09-02
- Why Doesn't the Media Take a Truly Independent, Unbiased Look at the Big Banks in the US?
- Reggie Middleton submits: JPM derivative and off balance sheet lending commitments and guarantees exposure As we step through the various exposures that this most esteemed bank has, keep in mind that as of June 30, 2009 JPM's common shareholder's equity and tangible ...
- External links 2009-09-04
- Is JP Morgan Too Big to Survive?
- Reggie Middleton submits: First of all, I would like to call attention to a well written article by J.S. Kim, The Coming Consequences of Banking Fraud. It just so happens to mirror my thoughts, exactly. Those who have been following my subscription services for a while, or even have just...
- External links 2009-09-11
- On Goldman and CIT: No Free Lunches
- Reggie Middleton submits: I have commented on the interconnected counterparty risks in the banking and shadow banking system. Tidbits are now coming out in the news. Any time a big lender defaults, another big lender or three will be on the hook for it. Goldman Owed $1 Billion if CIT...
- External links 2009-10-06
- Wells Fargo Is Doing Worse than It Seems
- Reggie Middleton submits: Reggie Middleton on Wells Fargo's 3Q09 Reported Performance Results Review - 3Q09 Wells Fargo & Co. WFC reported higher-than-expected earnings for 3Q-09, beating consensus estimates for the second time in a row, primarily on back of...
- External links 2009-10-23
- PNC Results Not as Rosy as They Seem
- Reggie Middleton submits: PNC has reported strong accounting earnings for Q3-09 and lower charge-offs as well as lower 90 day lates. The press and the blogs were all over it as a news search in Google reveals: PNC Financial Services profit jumps 88% - MarketWatch PNC Financial Services...
- External links 2009-10-27
- Are PNC's Account Gimmicks Going Too Far?
- Reggie Middleton submits: You know, I happen to really, really appreciate the blogoshpere. There are a select handful of blogs that offer unique, insightful and very difficult to come by expertise, opinion and commentary. Much more so than the mainstream media and even more so than the more specialized media....
- External links 2009-10-27
- The Dangers of Deposit Insurance Arbitrage
- Reggie Middleton submits: I'll coin this term in order to explain the travesty that is being allowed in the banking industry. Institutions are literally paying little old ladies' less than a half a percent on their life savings and using said funds to gamble in the risk fraught derivatives market,...
- External links 2009-10-29
- Starwood Hotel Q3 Earnings: Not So Hot
- Reggie Middleton submits: BoomBustBloggers have been on a wild CRE commercial real estate and residential rollercoaster ride over the last couple of years. Keeping with this theme, the rabble rousing, digital rag known as ZeroHedge recent ran a couple of posts concerning the CRE crash and its...
- External links 2009-10-30
- The Secondary Bailout Market for Banks, REITs
- Reggie Middleton submits: Riddle me this. An industry gets into trouble due to chasing fads, loading up on debt and overpaying for property. Many participants in said industry flirt with insolvency due to difficulty meeting debt service and asset values that have dropped below liabilities. This industry has been gifted...
- External links 2009-11-06
- Commerical Real Estate and REITs: On Shorts and Puts
- Reggie Middleton submits: Last Saturday I posted some thoughts on investing, NY real estate, and my macro outlook - Boo!!! Will Halloween Scare the Market into Respecting the Fundamentals?, and I will continue that rant today since it leads into my most recent endeavors - gathering shorts and...
- External links 2009-11-15
- An Overview of the Public Private Investment Program
- Reggie Middleton submits: I have reviewed analyses of the PPIP in blogs and news outlets across the web and have perused the comments section in as well. I am impressed by the bright, cogent analysis but need to warn my blog readers that those early analyses may not be based...
- External links 2009-03-25
- Goldman's Former 'Masters of the Universe' Are Starting to Look Like Regular Bank Employees
- Reggie Middleton submits: From CNBC/NY Times: Goldman Offers Loans to Stretched Employees BUSINESS BIZ COMPANIES GOLDMAN GS by Reggie Middleton
- External links 2009-03-18
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