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australian bank

The Bank Pain Index

by Allan Robinson on July 31, 2008

The Big Four bounced back yesterday. “Investor confidence has returned”, says News.com.au. The banks each rose between 2.7% and 3.7%.

Investor stupidity has returned, say we. Gullibility and blind faith in the financial sector rose between 2.7% and 3.7% yesterday.

The spring under this bounce came from US investment bank Merrill Lynch. It wrote down US$5.7 billion of plummeting CDO assets. In the process, it basically acknowledged that its mortgage-based CDO assets are worth around 22 cents on the dollar.

Oh, joy. This is a grand thing for Australian banks. Investors loved it. They heard that Merrill was also raising $8.5 billion through a stock sale. Oh quick, buy a bank. The financial crisis is over.

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