tag:blogger.com,1999:blog-4815867514277794362.post258467741969190291..comments2024-03-08T06:18:28.125+11:00Comments on Bronte Capital: Good behaviour and General ElectricJohn Hemptonhttp://www.blogger.com/profile/03766274392122783128noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-4815867514277794362.post-87998243814132706372009-03-05T13:53:00.000+11:002009-03-05T13:53:00.000+11:00mystery solved.just saw jeff matthews on techticke...mystery solved.<BR/>just saw jeff matthews on techticker, comparing with a sanctimonious face GE's ROC with MMM and HON. <BR/>and he's using the 600b on the balance sheet to calculate it!!!!!!<BR/><BR/>next up WFC and GOOG. what's the difference anyway.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-51650571893494355582009-03-05T12:53:00.000+11:002009-03-05T12:53:00.000+11:00John,it's the off-balance sheet derivatives that's...John,<BR/>it's the off-balance sheet derivatives that's worrying everyone.<BR/><BR/>GE may have to post additional collateral upon ratings cut.<BR/><BR/>Agree with you that the fundamentals don't warrant such a low stock price.<BR/><BR/>But it's a crisis of confidence at the moment.Anonymousnoreply@blogger.com