Sandy Weill's call to break up the banks is not entirely altruistic: It could raise valuation multiples and provide a greater return for financial investors.
Big banks allowing hedge funds to try to front-run analyst recommendation changes is akin to other practices the SEC has cracked down on just this year.
The large ownership stake of the U.S. Treasury is overhang, but as the business continues to reduce non-core assets it can buy back shares from the U.S. Treasury at below book value.
2011 was a particularly tough year for the financial services sector, but there remains significant value in individual names and in the regional banks.