Sure, Cuomo may have given him an alibi, but the SEC is still pissed off, and plans to remain so for some time:

Cuomo revealed in a letter yesterday to Congress and federal regulators that Lewis testified in December that then- Treasury Secretary Henry Paulson may have threatened to remove the bank’s management and directors if the lender tried to back out of buying Merrill. Lewis said he was instructed by federal officials not to disclose Merrill’s losses, his desire to back out of the merger or the intervention of regulators, according to Cuomo.

If you needed a more direct example of why it is simply a bad idea in every single instance to permit government ownership of banking firms except for the limited purposes of facilitating liquidation, this is it.
Consider what can only be a devastating long-term message to markets: You can never again believe the disclosures from any firm in distress when the government is involved.
Bank of America’s Lewis May Face SEC Probe on Merrill [Bloomberg]

Comments (9)

  1. Posted by Investorcluzo | April 24, 2009 at 10:49 AM

    squeal like a pig…

  2. Posted by guest | April 24, 2009 at 10:51 AM

    You are implying their disclosures are therefore totally believable if the government is nowhere to be seen. Eau contraire.

  3. Posted by guest | April 24, 2009 at 10:52 AM

    What is this new feeling I have towards Ken Lewis…..is it sympathy?
    “Someone was always mad at him…….”

  4. Posted by sugardaddy | April 24, 2009 at 11:05 AM

    Can the SEC get this one right? Will they drop the ball and go back to SEC circa 1999-2007?

  5. Posted by guest | April 24, 2009 at 11:09 AM

    @2 Different water?

  6. Posted by guest | April 24, 2009 at 11:14 AM

    @5– I think @2 is referring to the House Representative for California’s 35th congressional district?

  7. Posted by guest | April 24, 2009 at 11:17 AM

    Everyone should know by now the management and boards of these banks have been compromised… They will not represent shareholders because the gov can trump up any charges against them. If Lewis left they would have found someone more than willing to play this game. At least he is limping along best he can. If he won’t play with the gov, he can run from the pitchforks…

  8. Posted by guest | April 24, 2009 at 3:54 PM

    Word on the street is that BAC’s dirty sister, Wachovia is set to hand out more pink slips across IB groups next week. Are we surprised?

  9. Posted by guest | April 24, 2009 at 3:59 PM

    @8- that was reported here yesterday, but thanks for playing.

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