Superb analysis here from Thomas Steyer and Daniel Alpert on TARP 2.0. Both are cautiously optimistic about the plan, but seem to concede that nationalization is a very real potential outcome.
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.