Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.
Thursday, October 06, 2016
China Might Be Deutsche Bank’s Last Hope / Companies / Credit Crisis 2016
By: John_Mauldin
By Olivier Garret: The pressure has been mounting on Deutsche Bank (DB), with the German government spurning the possibility of a bailout and the stock slumping. DB recently hit a record low.The German titan has been trying to sell assets to raise money to pay the US Department of Justice its record US$14 billion fine. And there have been rumors that Berlin is applying pressure to get the huge fine reduced.
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Wednesday, September 28, 2016
Will Deutsche Bank’s Collapse Be Worse Than Lehman Brothers? / Companies / Credit Crisis 2016
By: Graham_Summers
Few analysts noted it, but the $USD actually staged its second strongest day of the year the Friday before last.
The only other day in which the $USD rallied more was on the day of BREXIT, a black swan event that featured EXTREME currency volatility.
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Monday, September 26, 2016
What Blows Up First, Deutsche Bank? / Companies / Credit Crisis 2016
By: John_Rubino
Calling Wall Street’s banks stupid and dangerous is like calling the sun “big and warm.” It’s a clear understatement of an obvious fact. The same goes for calling Japan and China economically clueless. Their actions pretty much guarantee that they’ll ultimately enter some sort of death spiral.
Wednesday, September 21, 2016
Ignore the Fed, Something MASSIVE is Brewing in Europe’s Banks / Companies / Credit Crisis 2016
By: Graham_Summers
The Bank of Japan failed to announce any new policy initiatives today. The reasons are financial and political.
From a financial perspective, the Bank of Japan is well aware that its current tools cannot and will not generate sustained GDP growth. Bank of Japan head Haruhiko Kuroda implicitly admitted back in January that regardless of what he does, Japan has “potential growth rate of 0.5% or lower.”
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Wednesday, August 03, 2016
European Banking System on Verge of Collapse; 'No Confidence' in Italian Bank Rescue / Companies / Credit Crisis 2016
By: Mike_Shedlock
European bank shares are down for the second day following a last minute bailout package aimed at Italian banks one day before a stress test showed Monte dei Paschi would be insolvent in an adverse scenario.
The ECB's stress tests published on Friday showed Monte dei Paschi has a huge capital shortfall, with the bank's Common Equity Tier 1 (CET1) ratio of negative 2.44 percent.
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Saturday, July 09, 2016
Deutsche Bank or Dumb Bank? / Companies / Credit Crisis 2016
By: Chris_Vermeulen
Deutsche bank (DBK) shares dropped to fresh new lows with the various news announcements, as well as a feeling that Germany will not be capable of bailing out the bank. The imminent outcome for DBK is ‘bankruptcy’ while the world will have to bear the brunt of the fallout from all of the complicated ‘derivatives’ which are being held by Deutsche Bank.
DBKs’ outstanding ‘derivatives’ exposure is 20x the German GDP and 5x the Eurozone GDP.
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Friday, July 01, 2016
Italian Banks & Moving The Risk During Crisis / Companies / Credit Crisis 2016
By: Dan_Amerman
Europe is changing by the hour and the day at this point. In this analysis, I'm going to take a quick look at critical events that have happened in Italy in the last day or so, and how they relate to my recent Video Guide To Bail-Ins series. I will be using three current Bloomberg articles that came out in the space of about 7 hours as references.
Italy did a bail-in of four banks at the end of 2015, which inflicted bail-in losses on many individual savers, using the process explained in Video #2 of the series, "Comparison Of Bail-Outs vs Bail-Ins For Banks", linked below.
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Tuesday, May 03, 2016
Derivatives Crisis Of Banks…Worldwide / Companies / Credit Crisis 2016
By: I_M_Vronsky
Derivatives are weapons of mass destruction” – Warren Buffett
The WHAT AND WHY Of Derivatives
"Megabanks trade risk via derivatives contracts to another firm while keeping the underlying asset on their books. This way they can bypass capital requirements and take on more debt. This, in turn, allows them to make more trades, but it also means that if a sudden downturn surfaces in the markets, the firm which borrowed way beyond their means may quickly go bankrupt. Lehman Brothers experienced this after they’d borrowed 30 times more money than they had in reserve. In that case, a relatively small loss of a mere 3% meant that Lehman no longer had reserves (i.e. capital), and they therefore collapsed…i.e. totally wiped out. The leverage that derivatives allow is incomprehensible. They are betting 30 TIMES MORE MONEY THAN THEY HAVE. This is financially insane." (Source: http://www.huffingtonpost.ca/nick-fillmore/banks-derivatives_b_4408856.html )
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Wednesday, February 24, 2016
Next Banking Crisis Is Already Here – Opportunity! / Companies / Credit Crisis 2016
By: Chris_Vermeulen
When the next great financial crisis strikes, millions will be blindsided by what is coming and will be shocked by a “New Great Depression of The 21st Century”. This does not have to happen to you. It is empowering to know what is coming and to understand why it is coming. It is important to get prepared in advance for turbulent times. It is also imperative to have a plan for the years ahead. I will do my best to prepare you in advance for any eventuality.
Thursday, February 04, 2016
This Is Really Bad For Banks / Companies / Credit Crisis 2016
By: John_Rubino
Once upon a time, falling interest rates were great for banks. A lower cost of capital gave lenders access to cheap raw material while causing borrowers to clamber for what banks were selling. Large profits usually ensued.