In the US, if I remember correctly, banks can get more capital simply
by retaining earnings (instead of paying dividends) as loan-loss
reserves. However, you're right that mere stock-market fluctuations
don't count.

On Fri, Dec 18, 2009 at 3:35 AM, Laurent GUERBY <[email protected]> wrote:
> On Thu, 2009-12-17 at 16:25 -0800, Jim Devine wrote:
>> (2) higher bank equity prices --> more net worth, so given a constant
>> leverage ratio (bank capital/assets), there are more loans (which are
>> bank assets).
>
> Unless I'm mistaken higher bank equity prices doesn't translate to more
> bank capital as used for prudential ratios: the bank has to emit new
> shares to get more capital (which is of course somewhat easier in a bull
> market). In France the terms used are "capital social" for real legal
> capital (money that really came in) et "capitalisation boursiere" for
> number of shares multiplied by share price (something completely
> virtual), I'm not sure what are the US equivalent terms.
>
> Laurent
>
>
>
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-- 
Jim Devine / "Segui il tuo corso, e lascia dir le genti." (Go your own
way and let people talk.) -- Karl, paraphrasing Dante.
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