Subject: Re: OT: Regional Banks

I built a basket of banks, large and small, U.S. and ex-. Many caveats: I'm not a bank analyst. My review of their balance sheets was pretty cursory, mostly looking for real bad stuff hiding in plain sight. These are all small positions and not equally sized. Some could be a lot more exciting (in a bad way) than others. I think a smart person willing to spend some time could probably do better.


ALLY
BAC
BNS
BCH
BSMX
BSBR
CIB
EWBC
HIFS
KRE
SVNLY
XLF (heck, it's 13% Berkshire)