BOE Says Investors May Be Taking ‘Too Rosy’ a View of Stress – Bloomberg 04-05-13

Salient to Investors: BOE said rising equity markets don’t reflect the underlying economies and underestimates risks in the financial system. Potential threats to the financial system include the re-emergence of some elements of market behavior not seen since before the financial crisis, including a relaxation in some US credit markets of

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New Critical Warning as 2013 shocker looms – MarketWatch 03-25-13

Salient to Investors: Paul Farrell writes: We are at a market top and an economic turning point. Bernanke’s non-stop cheap-and-easy-money printing presses are loved by Wall Street banks but are bad for the rest of America. His reappointment – certain to become Obama’s greatest domestic blunder – so shocked Nassim Taleb

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Banks Use Punishment to Ditch Troubled Loans: Mortgages – Bloomberg 02-21-13

Salient to Investors: Banks that agreed to help troubled borrowers as part of a settlement with regulators over foreclosure misdeeds are spending most of the promised aid on short sales and forgiveness of home-equity loans that allow them to take bad loans off their books. Arthur Wilmarth at George Washington University said banks

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Deutsche Bank Sides With Goldman Betting on Turkey Bank Drop – Bloomberg 02-14-13

Salient to Investors: Albert Krespin at Deutsche Bank expects Turkish banking shares to continue their correction in the near-term, and advises switching from banking shares to industrial companies, which offer higher dividends. Dmitry Trembovolsky and Alexey Butylin at Goldman Sachs advised selling Turkish banks last week as earnings will decline and repatriation of money into the US could

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