Comments on: Bearish on bank stocks http://www.creditwritedowns.com/2009/10/bearish-on-bank-stocks.html Finance, Economics and Markets Thu, 09 Feb 2012 21:54:06 +0000 hourly 1 By: Why is Goldman allowed to game the system? « naked capitalism http://www.creditwritedowns.com/2009/10/bearish-on-bank-stocks.html#comment-6663 Why is Goldman allowed to game the system? « naked capitalism Mon, 05 Oct 2009 19:56:09 +0000 http://www.creditwritedowns.com/2009/10/bearish-on-bank-stocks.html#comment-6663 [...] that Goldman is upgrading the too-big-to-fail banks and has given his own downbeat assessment, a view I shared on Credit Writedowns just yesterday. See his comments and video here. More on this topic [...] [...] that Goldman is upgrading the too-big-to-fail banks and has given his own downbeat assessment, a view I shared on Credit Writedowns just yesterday. See his comments and video here. More on this topic [...]

]]> By: Monday links: profit margin rebound Abnormal Returns http://www.creditwritedowns.com/2009/10/bearish-on-bank-stocks.html#comment-6660 Monday links: profit margin rebound Abnormal Returns Mon, 05 Oct 2009 17:40:49 +0000 http://www.creditwritedowns.com/2009/10/bearish-on-bank-stocks.html#comment-6660 [...] The case against bank stocks.  (Credit Writedowns) [...] [...] The case against bank stocks.  (Credit Writedowns) [...]

]]> By: Edward Harrison http://www.creditwritedowns.com/2009/10/bearish-on-bank-stocks.html#comment-57236 Edward Harrison Mon, 05 Oct 2009 12:40:00 +0000 http://www.creditwritedowns.com/2009/10/bearish-on-bank-stocks.html#comment-57236 That sounds like a good call because downside insurance via out-of-the-money puts is still inexpensive here. It's not knowable at this stage where things are headed medium-term. I think that kind of insurance is necessary, especially if you own the stocks outright. And if you want to speculate by shorting, now is as good a time as any. That sounds like a good call because downside insurance via out-of-the-money puts is still inexpensive here. It’s not knowable at this stage where things are headed medium-term. I think that kind of insurance is necessary, especially if you own the stocks outright.

And if you want to speculate by shorting, now is as good a time as any.

]]> By: Anonymous http://www.creditwritedowns.com/2009/10/bearish-on-bank-stocks.html#comment-57235 Anonymous Mon, 05 Oct 2009 06:19:00 +0000 http://www.creditwritedowns.com/2009/10/bearish-on-bank-stocks.html#comment-57235 I agree, which is why I bought a little into SKF (ultrashort financials) as a speculative play. The KBW bank index is flashing sell signals. I agree, which is why I bought a little into SKF (ultrashort financials) as a speculative play. The KBW bank index is flashing sell signals.

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