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Re: meredith whitney's latest analysis of the big banks and housing exposure
Thanks JK.Originally posted by jk View Post
Her analysis really depends on the predictive power of the Case-Shiller futures, which appears to a pretty thinly traded market.
As an aside, if liquidity increases over the years, that might be a good instrument to express a view that housing has turned, whenever iTulip comes to that conclusion (well, for those of us who don't want to buy a/another house). -
Re: meredith whitney's latest analysis of the big banks and housing exposure
jk,
Thanks for the link to the report.
BAC is somewhat worse than I thought, but survivable.
WB is exactly where I thought they were.
Interestingly, JPM has some very poor numbers relative to all but WB and C - but of course they've got Fed behind them.Comment
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