Monday, January 16, 2012

A Tale of Two Banks: Citigroup and Wells Fargo

Your humble scribe is scheduled to be on CNBC Squawk Box on Tuesday, January 17th ~ 8:00 ET to talk about the large bank earnings parade, especially Wells Fargo (WFC) and Citigroup (C). As with the earlier missive about JPMorgan’s (JPM) earnings, the operative paring of factors for C and WFC is better earnings on down revenue and business volumes. Send any comments to Ben Bernanke at the Federal Reserve Board in Washington. But why is C trading at half the multiple of WFC?
If

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