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从MITBBS的股版转来的。那里吵架骂街写黄色小说的多,这样言之有物的分析还真不多呢。
All bank stocks will be down on Monday pretty hard for the following reasons:
(1) Three banks and two largest credit unions were just taken over by FDIC.
Nationalization has come back. A Swedish expert is now in Washington and we
know why he is here.
(2) Obama's administration is seeking increase in oversight of executive pay
at all banks, wall street firms and possibly other companies! The market
will react extremely negatively to this call.
http://www.nytimes.com/2009/03/2 ... te.html?_r=1&hp
(3) Initial reaction for Geithner's plan is not very warm. The biggest
concern is the participation of private investors. If people are even afraid
to accept low interest loan to invest in AAA grade debts, who are in their
right mind to invest in toxic assets?
(4) Washington Mutual is suing FDIC. Potential liability of JPM is
unknown. JPM will take a hit for sure.
(5) There is a chance that Geither's announcement will be further delayed on
Monday. It is definitely not positive when Obama is now saying Geither's
job is
secure. It just creates further doubts.
(6) SPX will test 750-758 in the very near future. If indeed we are in Wave
5
correction, we may go way below 660. These charts may help you
http://stockcharts.com/def/servl ... rvlet?obj=ID3271030 |
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