Marv wrote:

> What actual evidence is there that major banks like JPMorgan Chase, Bank of
> America, and even Citibank (with the most exposure to MBSs) are starved of
> cash and "mploding"? By all appearances, they seem to have strengthened
> themselves at the expense of the defunct investment houses and weaker banks
> like Washington Mutual.

Marv,

At any point in time, the balance sheet of a bank is a testimonial to
the tremendous power of faith and prayer.

The absolute bulk of a typical bank assets are its time deposits.
Totally liquid stuff.  The only thing that keeps those deposits in
their place is a thin layer of transaction costs and faith.

Doug has a point.  I think he pulls the stick a bit too much in the
direction of the catastrophic risks to the point of believing that
second guessing the bank rescuers is irresponsible.  The risks are
real, but let's not panic just yet.  I just don't think that the
average person in the U.S. is that bearish about the prospects of the
country as to run and get their money out of the banks and stash it
under their mattress or convert it into gold.  If they see a few more
big banks collapsing while the government sits on its pants, then all
bets are off.
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