Deja Vu

Does this sound familiar?  According to the story, Bank of America CEO Ken Lewis says “that he sees no need for the largest U.S. bank to raise capital or cut its dividend.” I don’t know why, but it sounds like I’ve heard that before….  Oh yea, now I remember.  Citi Group said that on November […]

Kass vs Stein

A few weeks ago I disagreed with Doug Kass about when to buy stocks in the financial sector, but in reading his latest article on, I’m in full agreement with him on this topic.  I too had read Ben Stein’s NY Times column “Can Their Wish Be the Market’s Command?” and I also disagreed with Ben Stein’s […]