Greg Halter spotlights the bank earnings as the season kicks off. He is a “big believer” in JPMorgan (JPM) and reacts to Jamie Dimon’s comments about the economy. He says markets haven’t given banks higher P/E ratios despite good results because they’re seen as a “regulated utility.” He also looks at Wells Fargo (WFC), saying it has “less in terms of diversification,” and Morgan Stanley (MS).