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November 21, 2008



So Fletch says, "keep selling Mortimor, keep selling!"


Good point ibis. Man $287 on skf. Brings tears to my eyes. SRS $275.....I missed this latest spike in skf. Government scared me away. Foolish.


repeat after me: banks go back to taking deposits and making loans. should be pretty easy to calculate what a "bank" is worth if we throw away all the garbage you mention, then simply multiply the lending book times the net interest margin


one positive to JPM is attracting a TON of assets to custody in their private bank in a flight to quality due to LEH & BST failures & credit risks of other financials that are still alive.


Considering SKF is now trading at $287, I'd bet you aren't the only one thinking like this.

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