Variant Perceptions

Variant Perceptions http://variantperceptions.wordpress.com Respect the crowds, avoid the crowds Thu, 26 Jan 2012 04:37:34 +0000 en hourly 1 http://wordpress.com/ http://0.gravatar.com/blavatar/0f2e0c74d3fce191d46c4e92791f1297?s=96&d=http%3A%2F%2Fs2.wp.com%2Fi%2Fbuttonw-com.png Variant Perceptions http://variantperceptions.wordpress.com Charting Banking XXIV: pre-tax pre-provision earnings http://variantperceptions.wordpress.com/2012/01/24/charting-banking-xxiv-pre-tax-pre-provision-earnings/ http://variantperceptions.wordpress.com/2012/01/24/charting-banking-xxiv-pre-tax-pre-provision-earnings/#comments Tue, 24 Jan 2012 14:09:55 +0000 PlanMaestro http://variantperceptions.wordpress.com/?p=2653 ]]> http://variantperceptions.wordpress.com/2012/01/24/charting-banking-xxiv-pre-tax-pre-provision-earnings/feed/ 0 PlanMaestro Screen shot 2012-01-24 at 5.32.19 PM Screen shot 2012-01-24 at 5.32.49 PM Munger on patience http://variantperceptions.wordpress.com/2012/01/20/munger-on-patience-2/ http://variantperceptions.wordpress.com/2012/01/20/munger-on-patience-2/#comments Fri, 20 Jan 2012 18:57:05 +0000 PlanMaestro http://variantperceptions.wordpress.com/?p=10 ]]> http://variantperceptions.wordpress.com/2012/01/20/munger-on-patience-2/feed/ 0 PlanMaestro The Carousel http://variantperceptions.wordpress.com/2012/01/20/the-carousel/ http://variantperceptions.wordpress.com/2012/01/20/the-carousel/#comments Fri, 20 Jan 2012 00:51:29 +0000 PlanMaestro http://variantperceptions.wordpress.com/?p=2568 ]]> http://variantperceptions.wordpress.com/2012/01/20/the-carousel/feed/ 0 PlanMaestro Bank of America’s big improvement http://variantperceptions.wordpress.com/2012/01/19/bank-of-america-big-improvement/ http://variantperceptions.wordpress.com/2012/01/19/bank-of-america-big-improvement/#comments Thu, 19 Jan 2012 23:15:19 +0000 PlanMaestro http://variantperceptions.wordpress.com/?p=2551 ]]> http://variantperceptions.wordpress.com/2012/01/19/bank-of-america-big-improvement/feed/ 3 PlanMaestro Eastman Kodak, legends of the past http://variantperceptions.wordpress.com/2012/01/19/eastman-kodak-legends-of-the-past/ http://variantperceptions.wordpress.com/2012/01/19/eastman-kodak-legends-of-the-past/#comments Thu, 19 Jan 2012 16:38:17 +0000 PlanMaestro http://variantperceptions.wordpress.com/?p=2540 ]]> http://variantperceptions.wordpress.com/2012/01/19/eastman-kodak-legends-of-the-past/feed/ 0 PlanMaestro REVENUES EBIT REESTRUCTURING CARGES Dimon on housing http://variantperceptions.wordpress.com/2012/01/14/dimon-on-housing/ http://variantperceptions.wordpress.com/2012/01/14/dimon-on-housing/#comments Sat, 14 Jan 2012 17:25:57 +0000 PlanMaestro http://variantperceptions.wordpress.com/?p=2518 ]]> http://variantperceptions.wordpress.com/2012/01/14/dimon-on-housing/feed/ 2 PlanMaestro Charting Banking XXIII: tangible common equity http://variantperceptions.wordpress.com/2012/01/03/charting-banking-tangible-common-equity/ http://variantperceptions.wordpress.com/2012/01/03/charting-banking-tangible-common-equity/#comments Tue, 03 Jan 2012 18:58:15 +0000 PlanMaestro http://variantperceptions.wordpress.com/?p=2489 ]]> http://variantperceptions.wordpress.com/2012/01/03/charting-banking-tangible-common-equity/feed/ 2 PlanMaestro TCE 03-09 TCE 2011 Europe TCE Banking quick review: asset quality http://variantperceptions.wordpress.com/2011/12/16/banking-quick-review-asset-quality/ http://variantperceptions.wordpress.com/2011/12/16/banking-quick-review-asset-quality/#comments Fri, 16 Dec 2011 21:37:03 +0000 PlanMaestro http://variantperceptions.wordpress.com/?p=2442 ]]> http://variantperceptions.wordpress.com/2011/12/16/banking-quick-review-asset-quality/feed/ 4 PlanMaestro Modified Texas ratio Texas by size NPL 1-NPLs charge offs reestructured loans OREO 1-REO Banking quick review: income statement http://variantperceptions.wordpress.com/2011/12/06/banking-quick-review-q3-2011-income-statement/ http://variantperceptions.wordpress.com/2011/12/06/banking-quick-review-q3-2011-income-statement/#comments Tue, 06 Dec 2011 20:50:07 +0000 PlanMaestro http://variantperceptions.wordpress.com/?p=2423 ]]> http://variantperceptions.wordpress.com/2011/12/06/banking-quick-review-q3-2011-income-statement/feed/ 0 PlanMaestro 1-NOI 1-NIM 1-Trading Banking quick review: assets and liabilities http://variantperceptions.wordpress.com/2011/12/06/quick-review-q3-2011-balance-sheet/ http://variantperceptions.wordpress.com/2011/12/06/quick-review-q3-2011-balance-sheet/#comments Tue, 06 Dec 2011 17:24:15 +0000 PlanMaestro http://variantperceptions.wordpress.com/?p=2408 ]]> http://variantperceptions.wordpress.com/2011/12/06/quick-review-q3-2011-balance-sheet/feed/ 0 PlanMaestro 1-Assets 2-Assets 1-Loans 1-Deposits