Bronte Capital
The sometimes eccentric views of John Hempton
Thursday, July 10, 2008
MBIA and GICs - a follow up
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Heard on the Street takes exactly the opposite view of MBIA credit default swaps as me . One hedge fund manager also emailed me with th...
Reggie on GE
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Reggie Middleton has done a fairly thorough analysis of GE . His picks as to the good bits and the bad bits is not dissimilar to mine. The...
Wednesday, July 9, 2008
MBIA holding company credit default swaps
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Warning: This post needs serious modification to be correct. Several errors are in it and (like most my opinions) should not be re...
2 comments:
Can someone explain why Fifth Third started taking brokered home equity loans?
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Recently I chatted with Fifth Third management. Fifth Third started taking brokered home equity loans late 2006. They took 2.7 billi...
Tuesday, July 8, 2008
Christmas in July: a falling US dollar is just a bowl of cherries
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Australia is sweltering hot at Christmas. Everyone sits down with extended family when it is 40C (104 Fahrenheit) and indulges in an exce...
3 comments:
Monday, July 7, 2008
A blog milestone
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This is the fiftieth blog post - a completely arbitrary milestone. I look in wonder at long-time bloggers who are up to 6000 posts. I have ...
2 comments:
A correction on Sydney Airport
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My post on Sydney Airport missed an important part of the capital structure. Sydney Airport debt structure includes 1.45 billion in r...
3 comments:
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...
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