U.S. Credit Card Industry Moving into Uncharted Territory [View article]
Smart. But the data is a bit old. None the less, it is still a wonder how it has taken Moody's so long to figure this out. There is much hope resting on the side of the bulls. But anyone who has been to a rodeo know what follow the bull.... clowns and crap.
See more on credit issues and hear on The Disciplined Investor Podcast
The Coming Crash of 2008: A Result of Overleveraging [View article]
If you would like to hear from HARRY DENT about this, he was on with David Gaffen (Wall Street Journal) this week's - The Disciplined Investor Podcast - they tells an amazing story..
U.S. Credit Card Industry Moving into Uncharted Territory [View article]
See more on credit issues and hear on The Disciplined Investor Podcast
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Andrew
The Coming Crash of 2008: A Result of Overleveraging [View article]
www.thedisciplinedinve.../
Financial Stocks Trading Near Book Value [View article]
Book value ratios are based on the value of the book. We are not sure how to value Bear's book/assets. More risk there.
By the way, why is there no disclosure of holdings included. You have written a few bullish posts on BSC. Position???