Bronte Capital
The sometimes eccentric views of John Hempton
Thursday, April 2, 2009
A little bit of careful thinking – and why Krugman’s despair is misplaced
›
I am not an economics academic. I gave that game away for the lure of lucre and funds management. But this job throws up more than a few i...
31 comments:
Wednesday, April 1, 2009
Rortybomb argues my point (though he didn't mean to)
›
Rortybomb is a blog where I find myself entirely agreeing with the mathematics and totally disagreeing with the conclusion. I have added i...
11 comments:
Tuesday, March 31, 2009
Submission to the FDIC on the Legacy Loan Program
›
The FDIC has called requested submissions as to how the Legacy Loan Program should be run. You can find the request here . Given that we are...
4 comments:
Monday, March 30, 2009
Covering the Ricks short
›
Several months ago I put a short on Rick’s Cabaret – a listed strip club owner with a private jet. The code of ethics covered use of the pr...
3 comments:
Saturday, March 28, 2009
Sheila Bair is either a criminal or a grotesquely incompetent stark raving idiot
›
It is no secret that I do not like Sheila Bair. My original reason for dislike was posted here . But now she is open to deliberately allowi...
12 comments:
Monetary union and banks - some thoughts
›
The biggest – and most consistent criticism that my last post received is that the national champions in Europe (particularly the Netherlan...
5 comments:
Friday, March 27, 2009
The case for letting bankers rip us off
›
In the last post I proposed the radical – but disagreeable – proposition that the right way to regulate banks is to allow them to rip us al...
18 comments:
Thursday, March 26, 2009
Watch those baskets: Why Citigroup should be allowed to merge with Wells Fargo
›
There is a lot of woolly thinking about the right way to regulate banks post this crisis. The consensus is that banks should never again be...
40 comments:
Wednesday, March 25, 2009
Why the Countrywide guys should be allowed to get mega-rich
›
Pimco is a bond management firm which has come through this crisis almost unscathed. The monthly letters from Pimco are amongst the few mu...
11 comments:
Tuesday, March 24, 2009
The biggest problem with the Geithner plan
›
Is that the banks choose which assets to sell to the fund. It allows selective price discovery on assets where the company taking the test ...
5 comments:
‹
›
Home
View web version