You have to....

You have to marry one, fuck one and kill one....

Figured this would be an interesting way to see what others think about financials coming into earnings. Seeing as the swings are massive and some of the valuations are stupid low, probably a good place to make some money the next two weeks.

Holding Euro news as a constant because I don't want to debate that....

I'd marry JPM. Picked up some far out of the money calls that were extremely cheap. I'd be happy to divorce them once I get within 2-3 bucks. I figure this one actually has a fair chance of getting close if enough goes right.

I'd get in bed with BAC, use protection and turn the lights off. I'm scared to see what this report looks like, so I am definitely not doing it in my bed and leaving for good after with no phone call.

This one might catch some flak....but I am pushing Goldman down a hill littered with jagged rocks. I am not saying the bank is going kaput, but I think they are going to feel the worst pain from new regulation. Also heard a lot about their recent losses. They got smoked with a crowbar today so I hopefully can catch it after a lil recovery.

I'm not overly concerned with any Euro banks because we all know they got the Herps.

 

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