Posted on 7/27/20
Citigroup Locks The Vault Door Behind Them
Despite a slightly rosier base case than the other banks, Citi has reserved the most proportionally, preparing for almost 4% of loans to go bad.Their riskiest . . .
Posted on 8/20/19
General Electric: The Markopolos Report
Summary I will provide a detailed summary of Markopolos’ strongest claims. Make your own judgments. The strongest of his claims revolves around GE’s Employers Reinsurance division, . . .
Posted on 8/20/19
General Electric: The Markopolos Report
SummaryI will provide a detailed summary of Markopolos’ strongest claims. Make your own judgments.The strongest of his claims revolves around GE’s Employers Reinsurance division, and what . . .
Posted on 8/14/19
MasTec: Still My Number One Pick
Summary MasTec is a diversified infrastructure construction company — Communications, Oil and Gas, Power Generation, and Electrical Transmission. Their customers have giant CapEx spends built in . . .

