Wednesday, May 28, 2008

Royal bank of Scotland and Charter One - a first follow up

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Short post: RBS has taken very few charges on its HELOC buiness. I have pointed out that - at least for some houses the price has fallen t...
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Sunday, May 25, 2008

Fun and games in hedge fund land (or what does it take to go to prison?)

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Forgive me for a non-stock post. But it will cover the dubious goings on off Wall Street - and is fun. A while back I went looking for a ne...
13 comments:
Thursday, May 22, 2008

Australia really is another country

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St George Bank is the number 5 bank in my home country (Australia). It is currently subject to an all-stock offer by Westpac - but if you ...
1 comment:
Tuesday, May 20, 2008

Sir Fred Goodwin death watch: Part 1

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The biggest bank in the world is Royal Bank of Scotland . Double-take. Hold your breath. Think that John Hempton has lost his mind. ...
3 comments:
Friday, May 16, 2008

Japanese regional banks - a mirror on America

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77 Bank is a regional bank in Sendai (the capital of Miyagi prefecture). The Japanese guys I know think of Sendai as a backwater – a pla...
3 comments:
Thursday, May 15, 2008

Scoping the mortgage crisis

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Why not start with big ideas. How do we get a grip on how big the mortgage crisis is and/or will be? Lets start at the beginning. In Decembe...
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A hope to emulate Jeff Matthews - and not make it up

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This is my first (serious) attempt at an investing blog. There are numerous out there - some good - some truly dreadful. I am a (semi) reti...
4 comments: