original mungerville Posted February 14, 2012 Share Posted February 14, 2012 Good Lacy Hunt interview: http://www.johnmauldin.com/images/uploads/pdf/mwo021312.pdf Link to comment Share on other sites More sharing options...
bmichaud Posted February 14, 2012 Share Posted February 14, 2012 Glad you posted this - wonderful interview. Makes me question Berkowitz's thesis that this banking cycle is like the 90's...we could be in for a long deleveraging period that will very much delay the banks returning to "normal". Though I think BAC could be a different story given that it is a restructuring thesis selling far below BV. Link to comment Share on other sites More sharing options...
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