Bronte Capital
The sometimes eccentric views of John Hempton
Thursday, July 17, 2008
Things I got right and wrong
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In a previous post I referred to a history of US finance I wrote in the first half of 2007. Most (but by no means all) of that document re...
Thing that stuns me - Natixis: French turds and raisins
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Alejandro Valverde a pre-race favourite who rides for the Caisse d’Epargne cycling team in le Tour de France blew up on the mountain top f...
Mistakes
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We all make mistakes. I have made two substantial mistakes I know about in doing this blog. (There are probably more I do not know about.) ...
Wednesday, July 16, 2008
The peculiarity of Fannie and Freddie’s market cap
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This post is deleted. It is wrong. I much appreciate people indicating mistakes. I am kind of embarrased about that one... J
Tuesday, July 15, 2008
The Norwegian bank collapse – a fixed currency model with a current account deficit
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In my post about the Japanese bank collapse I showed how insolvent banks could remain liquid and hence operating for decades provided that...
1 comment:
Monday, July 14, 2008
Santander buying Alliance & Leicester
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Whoa big news just after I write about Spanish banks . Santander is buying Alliance and Leicester . That fits with Santander ’s other ...
Newsflash: Spain looks dicey
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If it were not for Fannie Mae and Freddie Mac going insolvent this would be the biggest financial story in the world today. Spain can’t...
1 comment:
Saturday, July 12, 2008
Deflation and bank bailouts in Japan
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Given what is happening with Fannie Mae at the moment I should share a little of the history of non-US bank bail outs. I will start with J...
7 comments:
Friday, July 11, 2008
The Trading Post – a story of slow technological adoption
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I walked into the local corner shop in Bronte. In pride of place there was a copy of the Trading Post for sale. Timber that had gone th...
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...
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