PlanMaestro

Well, some are still in mourning from that weekend. First that damn crossbar and the penalties, only for the next day to see the real flying dutchman. Football is brutal, must be the sport where most often the better team loses. We, my Chilean-Mexican family, are still trying to find a way to cheer us up.

Cost Curve

Anyone on this board with experience setting up a fund in Mexico or Chile, or knows someone who has?

Doral is a walking dead, and only BPOP and FBP are in conditions to carry a deal with the above conditions. Sounds close enough.

Not a ringing endorsement some in this board would say (not me as you know). I actually think Mary Barra is behind the ball. She better start doing a better job.

Talking my blog. http://variantperceptions.wordpress.com/2010/11/20/david-tepper-on-investing-under-uncertainty-theory/ http://variantperceptions.wordpress.com/2010/11/20/david-tepper-on-investing-under-uncertainty-practice/

Not at the beginning http://www.businessweek.com/stories/2005-03-13/hot-audi

Chrysler, Fiat ~ VW Alfa ~ Audi Maserati ~ Porsche Ferrari > Lambo

Harley Davidson

Communist? More than 20 years since anyone called me one. Public heated discussion that was, and a rabid Pinochet supporter was needed for that to happen. But I'll not take it personal, I've met more than a few smart lefties in my life.

http://www.amazon.com/Building-Global-Bank-Transformation-Santander-ebook/dp/B001OTZIBM/ref=tmm_kin_title_0

Alsea

agree. Even today, if they decided to have a MBS portfolio similar to the other banks they would generate around $0.5 per share per year, plus the $1 per share of D&A and they are already above 1% ROA.

Still listening trying not to fall asleep. Wondering when they will start using the $9 billion in money markets at 0.26% if only to buy MBS. CDO trups performing very well. TBV growing nicely. Some loan growth. I guess that sums it up. Anything else that grabbed your attention?

It's just that I don't want to get into internet discussions, so I don't post regularly anymore. More on banking: http://variantperceptions.wordpress.com/charting-banking/ http://variantperceptions.wordpress.com/banks-in-my-mind/ BTW, the tier 1 mentioned by Tweedy has issues especially after the div. Do your own TBV/TA.