i would say Bove/LT and fox pitt and KBW are the most “respected” names covering fig group. here is foxy brown on MS . ---------------- Fox-Pitt Kelton analyst David Trone noted, however, all the financial health in the world would not be enough to allay the “fear virus” that killed Lehman Brothers and Bear Stearns. As with Lehman Brothers, investors are not worried about the Morgan Stanley of today; they’re worried about the Morgan Stanley of tomorrow. If the current credit crisis continues for, say, another year, Morgan Stanley won’t be able to survive. That’s enough to get people worried. But that may be a bridge to cross in several quarters, not right now. --------------
if things don’t improve, morgan stanley won’t last ANOTHER YEAR??.. is that really insightful? i think some people wonder if it’ll last THIS WEEKEND