If you think too-big-to-fail banks are not worthy of investment because of their impossible-to-read balance sheets, well then, don't buy them.

With weak balance sheets, banks tend to continue lending unprofitable businesses and leave them existing.

There are men who can write poetry, and there are men who can read balance sheets. The men who can read balance sheets cannot write.

It sounds extraordinary but it's a fact that balance sheets can make fascinating reading.

We are led by lawyers who do not understand either technology or balance sheets.

Deflation can be particularly dangerous when a financial system is shaky, with household and corporate balance sheets in poor shape and banks undercapitalized and heavily burdened with bad loans.