主题：【原创】连续4天每天4、5%的涨跌后，是不是有了苗头 -- 铁手

First, thanks for the info.

Second, European bank's info must be read with certain re-adjustment: European banks do not fully implemented IFRS(opt out hedging accounting and financial instruments), thus lots of assets have not been fully marked to fair value--I bet their equity positions were overstated.

Also I suspect that they used dubious accounting with respect to their sovereign bond holdings.

Third, CIBC is notoriously bad. It was the bank that was ordered to increase core capital by BoC. So a bad outlier.

Fourth, do not worry about National Bank--it is actually Quebec French National bank. I can not say too much here. But do not worry about its assets. It had cleaned up all European bond holding last year.

Fifth, this list is HIGHLY MISLEADING, because the common perception in our circle is that BMO is the worst-managed bank (maybe at par with C) in Canada. Capital position does not tell you other things about its operating inefficiency, lending practice, and cost management...

In sum, I apologize for being overconfident about Canadian banks since their core capital percentage is only in the middle in that league. But on the other side, I do not trust European bank's accounting numbers.