Bronte Capital
The sometimes eccentric views of John Hempton
Thursday, October 1, 2009
The new rapid SEC
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Mary Schapiro has not got great press amongst financial bloggers – however this time she beat me to the punch. Emergent Health Corp was a...
13 comments:
Saturday, September 19, 2009
Politics makes people believe the strangest things – so let’s try make money from their stupidity
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I knew I was stepping into heavily political ground when I wrote my impressions piece about Australian semi-socialised medicine . Most resp...
37 comments:
Thursday, September 17, 2009
Hoisted from the archives – my old post on Freshwater and Saltwater macroeconomic theory
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Long before Paul Krugman elevated the central schism in macroeconomics to the front page I wrote about it on this blog. My old post is re...
10 comments:
Sunday, September 13, 2009
Vested self interest and the future of Fannie Mae and Freddie Mac
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Fannie Mae and Freddie Mac take credit risk and interest rate risk. They take credit risk primarily by guaranteeing mortgages. They take...
10 comments:
Friday, September 11, 2009
Fannie Mae and Freddie Mac – closing the modelling sequence
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The last post – which was incredibly difficult to write – received remarkably little comment – and almost no feedback. So I am going to clo...
11 comments:
Betting on – or against – Obama hatred
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I run an investment business – and my blog is about investing. Sometimes (quite often) investing requires that you have a dispassionate loo...
32 comments:
Monday, September 7, 2009
Modelling Fannie Mae and Freddie Mac - Part IX
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I am sorry for the couple of weeks delay in publishing the continuation of this series. It was caused at least in part by my collarbone * a...
7 comments:
Monday, August 31, 2009
Sorry – no posting for a while…
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I broke my collarbone in a bicycle crash. Fannie and Freddie series to be continued…
32 comments:
Wednesday, August 26, 2009
If we want to change the world – we can… we just have to think we can. Kaupthinking was beyond thinking…
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I used to look at awed wonder at the insanity of Icelandic banks – but I never heard of this advert (for Kaupthing Bank ) until after the co...
10 comments:
Tuesday, August 25, 2009
Modelling Fannie Mae and Freddie Mac – Part VIII
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In Part VII I did an “idiot check” on my credit loss numbers. They appear pretty robust. This post does an idiot check on the pre-tax, pre-...
10 comments:
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