http://www.moneyandmarkets.com/Issues.aspx?The-X-List-The-Next-Big-Failures-Transcript-Part-I-2071
...
Mike, let's get straight
to the heart of the matter. You, me and the Weiss Research team have been hard
at work assembling our "X" List, starting with the U.S. banks that, based on our
research, are the most likely to run into financial difficulties.
Mike Larson: Correct. Here it is ...
These banks are listed
with the largest at the top.
Column B
is TheStreet.com's Financial Strength Rating, which covers capital, asset
quality, liquidity, earnings and more. This is a key input in helping us form
our opinion, but not the only input.
Beyond their rating, we
are also looking at the credit risk the largest banks are taking with their
derivatives, according to the Office of the Comptroller of the Currency — big
bets on top of big bets. That's in Column C. Plus, I've drilled
down into their mortgage exposure (not shown in the table).
But before we jump into
this, I have two important caveats:
First, don't
assume that everything you hear or read is true — whether good or bad.
Specifically, do not lower your guard just because officials tell you
"everything's fine and dandy." And, by the same token, do not rush to act based
on rumor.
Second, no one
can predict with certainty the failure or survival of a particular company.
Everything we say here today is about the relative probability of a
failure or survival, based on diligent research. ...
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狗仔卡
发表于 2008-8-11 02:07 PM
一直要拉到小熊熊嗷嗷叫才对。
发表于 2008-8-11 08:37 PM
....