Month: May 2011

The Canadian Banks – The End of an Era (Globe and Mail)

On May 26th, the Globe and Mail featured our piece entitled, “The Canadian Banks – The End of an Era”. This article is based on material researched for our investor luncheons last fall by the same name. This “Special Comment” expands on the contents of the article with additional commentary for the benefit of our investors. Click to Download»

The Myths (and Realities) of U.S. Banking

Bank reporting season for the first quarter of 2011 is now essentially over. As we were summarizing this quarter’s aggregate results, we thought it would be interesting to discuss some significant myths in U.S. banking. Namely, we will discuss: Myth #1: U.S. Banks Continue to Struggle Myth #2: The U.S. Banking Business Model is Broken Myth #3: Bank Analyst Estimates are Relevant During a Credit Cycle…

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