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Tag Archives: Morgan Stanley

Bank Results Season: GS falls behind in relevance with $34 Bln and Profits of $ 8 Bln in 2013

Earnings have actually improved to $15.46 for the year but that means the quarterly average EPS is still under $ 4. The firm however took a 31% share of its … Continue reading

January 16, 2014

It’s Monday Again: Belfort on Wall Street, FOMC week, Dow starts up 180 points (The Week Ahead December 16 – 20, 2013 :US Economy & Markets)

The IPO hits, the Buybacks, Can Deals make it in 2013 too 2013 was the biggest for IPOs in recent history with a late coming in the fourth quarter, and … Continue reading

December 16, 2013

It’s Monday Again: Bank Earnings trough passed? Home recovery on the brink (The Week Ahead: October 28 – November 01, 2013 :: US Economy & Markets)

The Bank rally could have well and truly peaked but for the fact that European Banks are shrinking their credit assets at almost 10% for the last 4-5 quarters and … Continue reading

October 28, 2013

Bank Results Season: Goldman Sachs reports another $2.88 earnings per share (Q3:2013)

As expected by the markets, Revenues dipped nearly 15% year on year , though the impact is still largely from Trading Income in Bonds and the ongoing Taper /no Taper … Continue reading

October 17, 2013

Bank Results Season: BofA makes it 4/4 on below expectations

Of course, after Bank of America’s $2.5 Bln 20 cents a share run in the low mortgage quarter finds investors chary of the mortgage producers US Bank and Signature Bank … Continue reading

October 16, 2013

Bank Results Season: Citi unfortunately makes it 3/3 on underperforming Big 4

Of course that is just making the coming bank rally sweeter and likely Friday’s Morgan Stanley results which we do not cover anymore will be missed by the rally after … Continue reading

October 15, 2013

India Morning Report: Central bank forces rerating of Indian growth forecasts, india inc reports great Q2 performance(This week in Asia on The Banking and Strategy Initiative: advantages.us)

The Reserve Bank of India pulled up the bank lending rates for its MSF (the emergency lending by RBI at the top of the rate channel prescribed) from 8.25% to … Continue reading

July 15, 2013

Bank Results Season: Wells Fargo plays follow the leader to assert dominance (Net Income $5.5 Bln in Q2 2013)

Even as trading rich investment banks like Goldman Sachs and JP Morgan survived without a scratch as competition from the Bank of America and Morgan Stanley was vanquished, Wells Fargo … Continue reading

July 12, 2013

India Morning Report: Why some rating agencies get ‘brand mileage’ from obscure imperfections and markets rest..

Let’s face it. Any null hypothesis you can think of about the market’s strength or in S&P’s case (as rating agency) and that of even a few (investors)who believe in … Continue reading

May 21, 2013

India Morning Report: A new bank, not Citi, 8 not 4 and numerous other slips to the mile..

Vikram Pandit’s new efforts in India with Kampani’s JM Financial may get JM a 10% bump in stock quotes but it is unlikely that his 50% buy of the subsidiary … Continue reading

May 17, 2013

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