Company Reports

MS 4Q16:Tip-Toe Back to Prop, Or Just Be a Bank?


Morgan Stanley keeps chugging along on its reinvention as a global wealth management focused firm with a broker/dealer attached. Should not step back into prop trading in a big way, unlike GS. So less Trump regulatory stack roll-back pickup. MS MS MS Morgan Stanley Morgan Stanley Morgan Stanley

JPM 4Q16: Euro Bank Slayer or Savior?


JPMorgan sets the bar high in overall performance and economic earnings. It should get acquisitive in Europe to drive the stockval. Ok for rest of Stakeholder Stack. JPM JPM JPM JPMorgan JPMorgan JPMorgan

BAC 4Q16: Consumer Engine Still to be Primed, ALM Alarms?


BAC is back on the NASCAR circuit as its earning engines are firing better. Still needs to prime them. Could hit trickier ALM interest rate rip tides with its higher agency MBS focus.

BNP 3Q16: Singing the Sacré Banking Bleus in Eq.Derivatives


BNP Paribas looks like it is turning around, but we wonder what is underground. Equity derivatives & other complex derivatives is their love-affair and it could be what breaks the bank. BNP BNP BNP BNP

10Q-Tips: JPMorgan, Legal Structure, Sales Practices, BREXIT


JPMorgan's 3Q16 10Q revealed its improved resolution plans and regulatory inquiries regarding sales practices. Improvement on one front, more mystery on another.

10Q-Tips: Bank of America, Titanic Shifts in Legal Structure?


Bank of America addresses the "intermediate holding company" requirement in its submitted resolution plan more specifically than JPMorgan's plan. Does not speak to regulatory inquiries of its retail customer sales practices as reported by JPMorgan.

Barclays 3Q16: Jiggy Joyous on Brexit Benefits, LOBO a No No


Barclays is improving, but not as much as mgt. touts. High systemic risk combined with Level 3s in need of major writedowns will pound Stakeholder Stack.Barclays Barclays Barclays

Deutsche Bank 3Q16: Midget Performer in Big Bank World


Deutsche Bank's earnings were pathetic and on an economic basis even worse than that. There is a confidence booster chant going around in last ditch effort to avoid catastrophe. Stakeholder Stack should take defensive measures & NOW!!

GS 3Q16: Lucky Goldy, Slow Summer But Tech Gold


Goldman Sachs surf-boarded the tech industry's huge issuance activity in the 3Q16. Without it and its equities investments, it would be another blah EPS quarter. Will Marcus beat Watson? Read on.

WFC 3Q16: X-Sell Mirage Meltdown or Temporary Crisis?


Wells Fargo needs more 'xplaining to do, and the recent earnings call was too coy on the fixes. We are Buy on capital stack: debt & equity on related spread widening and price declines. WFC WFC Wells Fargo Wells Fargo

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