Bronte Capital

The sometimes eccentric views of John Hempton

Wednesday, October 5, 2011

Missing Bronte

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Travelling, away from my family. And away from Bronte. And missing home. This cheered me up - a winter swell coming in. Enjoy. PURE ...
3 comments:
Saturday, October 1, 2011

Time for Discover

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Financial stocks in the US have been very weak. The consensus is that the situation is bad on credit . I suspect the situation is more lik...
25 comments:
Monday, September 26, 2011

Solar panel prices

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Since I expressed interest in the price of solar panels form an Australian distributor I have been bombarded with sales pitch emails... La...
14 comments:
Friday, September 23, 2011

Models for a Greek Sovereign Default

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I am on a plane - long-haul over the Pacific - and someone asked me to spell out what I thought would happen with a Greek sovereign default....
47 comments:
Monday, September 19, 2011

Some comments on the UBS Rogue Trader

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There has been lots said about the rogue trader at UBS. The best gag was that the name for a trader who makes money breaching risk limits i...
39 comments:
Wednesday, September 14, 2011

Welcome to day-traders anonymous (French Bank edition)

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At Bronte we talk a lot  about French banks. But we have not owned any of the majors since Greece started looking shaky. We used to own Cred...
26 comments:
Friday, September 9, 2011

Electronic fax? Really. Doing the time-warp with J2Global.com

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Efax is yesterday. You know the fax machine you have out there in the cloud where you receive a fax (with a dedicated line) and they send yo...
32 comments:
Wednesday, September 7, 2011

Repost: My old notes on Northern Rock

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This is a post I made fairly early in the history of the blog - and a post I think should have got more attention. (The original post had n...
18 comments:
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