Category Archives: Main Page

Increased regulation leaves less room for bank profits

Good discussion and good charts on the bank index reminding that even after an incredible rally the past 2 years paid for by central banks, the US bank share index has just retraced half of shareholder losses in 2007-09. Graham … Continue reading →

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Volcker–for better and worse

Today we have the vote finally to implement the long delayed “Volcker Rule” to reign in proprietary double-dealing trading at big banks. The wording just last week morphed into a tougher stance with an outright ban on the nebulous “portfolio … Continue reading →

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Canadian housing market and downside for banks

“Amateur landlords are rampant in the Toronto condo market…50-60% of condos under construction are being sold not for owner-occupied but for “investment purposes”…this could hurt the Canadian banks but also the bank investors” [shareholders].Here is a direct video link. Sure … Continue reading →

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