Bronte Capital
The sometimes eccentric views of John Hempton
Tuesday, June 17, 2008
Barclays in denial
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There is a lovely article in the Daily Telegraph about Barclays being in denial about the size of the losses that it needs to take. One thi...
1 comment:
Monday, June 16, 2008
Stephen Cooper - a follow up
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I didn't need to look for impropriety at American Home Mortgage to guess that it should be considered if you were to make an investment ...
Stephen Cooper's Business: The past is prologue
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Stephen Cooper runs companies in bankruptcy or financial distress. Past clients include Enron, Krispy Creme, and Collins and Aikman. Curre...
Friday, June 13, 2008
Short post today: Barclays and fraudulent hedge funds
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This is just a short post - to tie in some loose ends I have. I wrote yesterday about Barclays Global Capital . I have written twice about a...
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Thursday, June 12, 2008
Barclays - strange, stranger and truly opaque
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Barclays is the financial institution in the world that most scares me. Indeed it petrifies me. It is huge (currently the second bigges...
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You must forgive me my tactlessness: New World Capital Management - a follow up
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Short post - and an apology. I previously posted on Fun and games in hedge fund land . That post was about a fraudulent (and now disappear...
Tuesday, June 10, 2008
Australia is different: Macquarie Bank edition
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Macquarie Bank runs a "wrap" product by which Australian retail investors can invest in a range of funds and have all their tax co...
Monday, June 9, 2008
My old notes on Northern Rock
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In 2005 I travelled to the UK to study the UK banks. I should have shorted the lot of them. But I didn’t. But for the record here ar...
Its a sh-t business - but hey - the dollar is falling
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I subscribe to the GE Press release/blog. Indeed they have a nice page of ordered feeds to become part of your Firefox bookmarks. Many of ...
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Friday, June 6, 2008
Joe Gutnick: a first follow up OR Why pay stock shills when you can have News Corp for free
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Joe Gutnick plans to list his Legend Mining in Australia. And THE AUSTRALIAN (News Corps orignal flagship newspaper) has taken his numbers ...
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