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Theory: Bad News For Brian Moynihan = Good News For You

Yes, bank regulation has left him and BofA begging for mercy but on the bright side...
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Expand your mind and consider the following, brought to you by John Carney:

Seven of the 10 largest banks reported lower yearly profits in 2014, according to Federal Deposit Insurance Corp. data. Looked at another way, though, in terms of the risk posed by banks, there may be a benefit that has yet to fully materialize: As investors recognize big banks have grown safer, their theoretical cost of capital should shrink and earnings multiples could expand….

So while BofAs long-term earnings power may be diminished, it is taking on less risk for each dollar earned. In the end, shares of BofA and other big banks could get a boost if investors recognize this.

Finding Silver in BofA’s Regulatory Cloud [Carney/WSJ]


Brian Moynihan’s Losing Streak Alive And Well

He's been asked to prepare some remarks re: why Bank of America, in its current form, should exist period.

Brian Katt at the English language Wikipedia [GFDL, CC-BY-SA-3.0 or GFDL], via Wikimedia Commons

Local Woman Willing To Work For Brian Moynihan

Sure, she’s escaping from Barclays, but still.

Up Or Down, People Find Sport In Kicking Brian Moynihan

Mike Mayo knows what we're talking about.


Brian Moynihan To Figure Out AI Before Using It

In other words, don’t count on a robot takeover of BofA any time soon.