http://www.thedisciplinedinvestor.com/blog/2008/01/11/cfc-bac-merger/ Investment Disciplines and Timely Advice. Fri, 10 Feb 2012 21:15:03 +0000 hourly 1 http://wordpress.org/?v=3.3.1 http://www.thedisciplinedinvestor.com/blog/2008/01/11/cfc-bac-merger/comment-page-1/#comment-2174 Milli Vanilli Government: Latest Casualties - Bear and VISA Mon, 17 Mar 2008 06:48:44 +0000 http://www.thedisciplinedinvestor.com/blog/2008/01/11/cfc-bac-merger/#comment-2174 [...] a massive amount of debt that will continue to be difficult to value. Look no further than the Bank of America (BAC) and Countrywide (CFC) fiasco as a foreshadowing of what is in store for JPM. While the far [...] [...] a massive amount of debt that will continue to be difficult to value. Look no further than the Bank of America (BAC) and Countrywide (CFC) fiasco as a foreshadowing of what is in store for JPM. While the far [...]

]]> http://www.thedisciplinedinvestor.com/blog/2008/01/11/cfc-bac-merger/comment-page-1/#comment-1343 Gal Fri, 11 Jan 2008 13:50:15 +0000 http://www.thedisciplinedinvestor.com/blog/2008/01/11/cfc-bac-merger/#comment-1343 Andrew -- great call, next time I head to Vegas I'll double check that you're not sitting at my table ... seems that 99% of the time a CEO will deny any merger talk rumors - better to disregard the smoke screen and analyze the facts Andrew — great call, next time I head to Vegas I’ll double check that you’re not sitting at my table … seems that 99% of the time a CEO will deny any merger talk rumors – better to disregard the smoke screen and analyze the facts

]]> http://www.thedisciplinedinvestor.com/blog/2008/01/11/cfc-bac-merger/comment-page-1/#comment-1342 Zach Fri, 11 Jan 2008 12:59:50 +0000 http://www.thedisciplinedinvestor.com/blog/2008/01/11/cfc-bac-merger/#comment-1342 I can't imagine what kind of conversations must be going on behind closed doors in this deadly environment. The news will definitely shift around from day to day and the final picture will likely look very different from any agreement we see publicized today. I can’t imagine what kind of conversations must be going on behind closed doors in this deadly environment. The news will definitely shift around from day to day and the final picture will likely look very different from any agreement we see publicized today.

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