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Markham Lee

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  • Bank Earnings: Scrutinize Recent 'Beats' Very Carefully
    on Tue, Apr 21, 2009 BAC, C, WFC Comment!
  • Is the Megabank Model Dead?
    on Thu, Mar 26, 2009 IYF, XLF, C 9 Comments
  • On Foxes, Henhouses and Questionable Treasury Appointments
    on Tue, Mar 24, 2009 C, UBS 2 Comments
  • Nasdaq's Bailout Index
    on Wed, Mar 4, 2009 AIG, C Comment!
  • The NY Times on Bank Nationalization
    on Sun, Mar 1, 2009 BAC, C, JPM 18 Comments
  • Markham's Mix Tape, Take Two: February 27, 2009
    on Fri, Feb 27, 2009 C Comment!
  • Citi Update: Government Closes in on Beefed Up Deal
    on Fri, Feb 27, 2009 C 1 Comment
  • Markham's Mix Tape: February 25, 2009
    on Wed, Feb 25, 2009 C, HMC Comment!
  • Nationalizing the Major Banks: Are We There Yet?
    on Mon, Feb 23, 2009 C, LYG, RBS 1 Comment
  • Foreclosure Moratoriums: It's Time to Get Real
    on Sun, Feb 15, 2009 C, JPM, FMCC.OB 38 Comments
  • Competent Banking CEOs: They Do Exist
    on Fri, Feb 13, 2009 C, BAC 4 Comments
  • Bank Nationalization: Inevitable in Some Cases
    on Wed, Feb 11, 2009 C, BAC, KBE 6 Comments
  • The Government's Glass House
    on Fri, Feb 6, 2009 C, XLF, IYF 4 Comments
  • More on Pay Caps and Populist Rage
    on Thu, Feb 5, 2009 XLF, IYF, C 8 Comments
  • On Citibank, TARP, Press Releases and Gratitude
    on Wed, Feb 4, 2009 C 1 Comment
  • Bank Lending Declines Just 1.4% in Q4: Was the TARP Instrumental?
    on Tue, Feb 3, 2009 XLF, IYF, KBE 2 Comments
  • Citigroup Proves 'Blue Chips' Aren't Infallible
    on Mon, Nov 24, 2008 C 1 Comment
  • The Citi Rescue: On Our Way to Nationalized Banking?
    on Mon, Nov 24, 2008 C Comment!
  • Citigroup Should Walk Away from Wachovia
    on Fri, Oct 3, 2008 C, WB, WFC 5 Comments
  • Government As Investment Manager Is Not Reassuring
    on Wed, Oct 1, 2008 C, WB, WAMUQ.PK 4 Comments
  • The New Banking Giants: Why Haven't We Learned Our Lesson?
    on Tue, Sep 30, 2008 C, WB Comment!
  • Banks' Earnings Guidance Best Taken With a Bucket of Salt
    on Fri, Jan 18, 2008 BAC, CFC, C 2 Comments
  • Financial Sector Value Trap: The Worst is Far From Over
    on Thu, Nov 15, 2007 CFC, HBC, BSC 2 Comments
  • Citibank's Rapidly Deteriorating Situation
    on Thu, Nov 8, 2007 C 1 Comment
  • The Superfund's Merits: Sorry Hank, I'm Just Not Buying It
    on Sun, Oct 21, 2007 C, BAC, JPM 2 Comments
  • Debt Securities Bailout: Avoiding the Responsibility of Risk
    on Tue, Oct 16, 2007 JPM, C, BAC 1 Comment
  • Citibank’s Earnings Warning: Blame it on the Credit Markets
    on Tue, Oct 2, 2007 C Comment!
  • Q3 Earnings Season: Taking the Long View
    on Mon, Sep 17, 2007 COF, CFC, BSC 2 Comments
  • Banking Stock Rally: Jumping the Gun?
    on Wed, Aug 29, 2007 BAC, C, CFC 2 Comments
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