Bronte Capital
The sometimes eccentric views of John Hempton
Thursday, July 31, 2008
The Latvian mess
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I have posted on how Latvia runs a massive current account deficit - which is unsustainable and unable to be repaid. It is funded on Swedba...
8 comments:
Wednesday, July 30, 2008
I used to be a public servant - but I couldn't have written this!
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This link will find you an English Language version of the Memorandum of Understanding (MOU) on how the Swedish, Latvian, Estonian and Lith...
Yesterday's post: a short version
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I was discussing yesterday's post with a hedge fund manager (HFM) who gives that useful (and false) impression of being not too bright....
5 comments:
Further comments and corrections on yesterday’s post
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As expected yesterday’s post drew more reaction (and visitors) than any previous post on this blog. There are a few corrections to make (...
Tuesday, July 29, 2008
Hookers that cost too much, flash German cars and insolvent banks: an introduction to Swedbank’s Baltic homeland
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I have been sitting on this post for a while. It helps if you read my post on the Norwegian bank collapse before you read this. But otherw...
33 comments:
Interesting - and negative for Ambac
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GE used to be in the bond insurance game. It sold GICs as per Ambac and MBIA. This news story (repeated below) suggests that GE is being in...
WaMu sub debt
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As regular readers know I now am the proud owner of a (scary) position in WaMu subordinated debt. The reasons were explained here . It is c...
2 comments:
Monday, July 28, 2008
Subprime improving
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The ABX credit data is showing that the rate of increase of 60+ delinquency for 2006 mortgages is clearly slowing. It has been doing so f...
3 comments:
A stroppy social experiment
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The Dell Blog I refer to in this post has now been deleted. The reason for the deletion is that I got a phone call from the Australian cons...
Sunday, July 27, 2008
Second weekend edition: Le Tour
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I am inconsolable. For the only time in my life I thought an Australian would win le Tour de France. Cadel Evans looked weak on a coup...
1 comment:
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