Bank Valuations: Some Updated Thoughts

I just realized that the titles of my posts are not nearly as catchy as Matt's.... In fact, my wife said they are boring. I'll work on that. I've always felt the titles were explanatory, but apparently they lack the pizzazz that some readers desire (or, as I would...

Comparing J.P. Morgan and Wells Fargo

I wrote a post last week with some thoughts on Wells Fargo. This is a follow up post with some thoughts on both Wells Fargo and J.P. Morgan. Both banks came out with earnings on Friday morning. Coincidentally, I think both banks look very similar these days (at least...

Some Thoughts on Wells Fargo

Note: I had this piece already written and just about ready to publish this evening when the news broke that John Stumpf, Wells Fargo’s CEO, has announced his resignation. I decided I might as well post these thoughts, but keep in mind that this was written earlier...