Bronte Capital
The sometimes eccentric views of John Hempton
Monday, July 7, 2008
So the weather channel is worth 3.5 billion
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GE and partners (presumably knowledgeable partners) have purchased the Weather Channel for an undisclosed amount reputed to be $3.5 billion...
Sunday, July 6, 2008
Weekend edition: having a whale of a time
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On Sunday my wife and I walked from Bronte to Maroubra with a coffee at Coogee . There was about 15 people on the headlands above Ma...
Saturday, July 5, 2008
Mish comments on finance for machine tools
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Mish has posted on his blog an email from a friend who is complaining about not being able to finance machine tools: An emerging trend this...
Time to hide the valuables under the mattress and buy a shotgun
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Dana Milbank of the Washington Post asked Phillip Swagel (US Assistant Treasury Secretary) whether it is time to "hide the valuables un...
1 comment:
A not so encouraging dead link
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I was doing a little research on Washington Mutual. In particular I was trying to work out whether the entire Long Beach Mortgage portfolio...
Friday, July 4, 2008
Somthing to say for getting old - or just ignoring survival bias
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Getting old is better than the alternative. But Floyd Norris suggests that it seems to be better for your investing . As I am getting older ...
Things I once wrote
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In my previous career (that is in May last year) I wrote a brief history of US finance since the 1970s. It explained our positions winnin...
3 comments:
Thursday, July 3, 2008
Things I stuffed up – edition one - Interest rate risk versus credit risk
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Anybody that trades stocks makes mistakes. I have made plenty. I would prefer sweep those under the carpet but a little bit of healthy s...
Wednesday, July 2, 2008
GIGs and Ambac
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Warning: Wonkish. Read only if you are interested in Ambac. The Whitney Tilson post I wrote up on the weekend goes through the issues of...
2 comments:
Tuesday, July 1, 2008
Wachovia and negative amortisation
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There is a press story here about how Wachovia is ceasing to orginate mortgages with negative amortisation features. The headline: SAN FRAN...
1 comment:
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