Gustavo Ballvé on January 7th, 2013
Banks, Diversified financials, Food for thought, Home, Investment Themes, Portfolio Management, Risk management, Signal or Noise

We posted last Thursday about a long article at The Atlantic arguing that banks are increasingly “too hard to understand”. As in all bank matters, the Epicurean Dealmaker couldn’t resist writing about that article and his response is the best so far. If you haven’t read last week’s post yet, you’d do well to start with this one instead.

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