Rumors about 'stress tests' raise issue of bank nationalization, again

Several major news organizations are reporting that about ten of the 19 banks that have gone through government "stress tests" will have to raise capital.

Most analysts already believe that Citigroup (C) and Bank of America (BAC) are on the list. Because of their sizes and current market caps, even if the government has to provide $10 billion to each, they may be able to keep 50 percent of their shares in the hands of private investors.