• Michael Mauboussin on investor psychology 25 Mar 2010
• Michael Burry Discusses Investing in Farmland, Real Estate, Gold 8 Sep 2010
• Chrysler: bulls make money, bears make money, pigs get slaughtered 30 Apr 2009

• When will large cap tech stocks start paying dividends? 14 Apr 2011
• Cotton Hoarding in China Shows There is Serious Commodities Speculation 17 Feb 2011
• QE, Currencies and Commodities 4 Jan 2011

• Some banks not paying TARP dividends 8 Oct 2009
• What do present large profit margins mean for stocks? 1 Jun 2010
• Dividends are under pressure 23 Jan 2009

• Bank of America cuts its dividend 6 Oct 2008
• Bank of America: Bailout hides huge bank subsidy deep in press release text 16 Jan 2009
• Countrywide is the real problem at Bank of America 16 Jan 2009

• PIMCO: “Stay under the umbrella” 6 Mar 2009
• Roach: “Liquidity is seeking return” 22 Jul 2009
• Pimco sees inflation in America’s future 10 Mar 2009

• TARP dividends are killing bank profits 22 Jan 2009
• Ten big banks receive approval to repay TARP funds 9 Jun 2009
• Will banks exiting TARP take back their toxic waste now? 24 Jun 2009

• Why is General Electric paying a dividend of 10%? 23 Jan 2009
• Buffett to invest in General Electric 1 Oct 2008
• KeyCorp to raise $1.5 billion, cut dividend 50% 12 Jun 2008

• Bank of America cuts its dividend 6 Oct 2008
• KeyCorp to raise $1.5 billion, cut dividend 50% 12 Jun 2008
• JPMorgan: Beats expectations despite writedowns 15 Jan 2009

• Meredith Whitney: “I would diversify out of financials here” 14 Jan 2009
• Meredith Whitney: more bearish than ever, but… 1 Dec 2008
• The regionals versus money center banks 15 Jul 2008

Wells Fargo gave anxious investors a pleasant surprise Wednesday, reporting a profit drop that was milder than anticipated and lifting its quarterly dividend by 10 percent. Wells Fargo’s second-quarter profit fell 22 percent as more customers at the nation’s fifth-largest bank failed to pay back their loans. But it raised its dividend to 34 cents from 31 cents – at a time when many other financial institutions are slashing theirs to preserve capital.

• Buffett to invest in General Electric 1 Oct 2008
• KeyCorp to raise $1.5 billion, cut dividend 50% 12 Jun 2008
• Bank of America cuts its dividend 6 Oct 2008

• Merrill – Bank of America deal 14 Sep 2008
• KeyCorp to raise $1.5 billion, cut dividend 50% 12 Jun 2008
• KeyCorp craters after dividend cut 12 Jun 2008

• RBS couldn’t raise the money 9 Jun 2008
• HBOS to raise new capital 29 Apr 2008
• $35 billion in missing writedowns 21 May 2008