Investopedia's Caleb Silver says there were many positives in the first round of big bank earnings. He notes investment banking and a streamline of IPOs signaling bullish indicators for JPMorgan Chase (JPM) and Citigroup (C), but warns of net interest income as a bearish sign for Wells Fargo (WFC). John Petrides takes the other side of the argument and urges investors to look at the "bigger picture." He says banks have had a stellar year-over-year performance and were bound for a slight pullback.