Bronte Capital
The sometimes eccentric views of John Hempton
Thursday, August 7, 2008
Jamie Dimon – it is time to pay up
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Yesterday I wrote about fraud in the mortgage market. Today I will write about a single deal – the Bear Stearns 2007-1 closed end seco...
1 comment:
Felix Salmon steals my thunder
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Felix has the response to my "is it fraud" post. Read it. There was plenty of fraud - unknowable amounts. And there is an awful...
Wednesday, August 6, 2008
What if the problem was mainly fraud?
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Warning: This is a post that stereotypes people to make a point. The world is more complicated than this post – and the stereotypes are ...
7 comments:
Tuesday, August 5, 2008
Just some comments on the email I am getting
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I have received a few comments on the Fannie article – which I was going to include in the parts II and III – but as the comments in the ema...
4 comments:
Monday, August 4, 2008
How people find my blog
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I use Google Analytics to track things like how people find my blog. Sometimes it surprises me - but yesterday I had not one - but two visit...
4 comments:
Picking apart Fannie Mae – PART ONE
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Warning: This post in this form contains NO conclusions. I do not express a position on whether the stock is a long or short. I hope to g...
3 comments:
Sunday, August 3, 2008
Fixed currency and bankrupt states - Estonia next
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One of the things about fixing your currency is that you can’t print whatever you are fixed to. Indeed that is the advantage of fixing you...
10 comments:
Saturday, August 2, 2008
New Fannie - just like the old Fannie
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I am a data driven kind of guy. And every now and again I like to play with numbers in spreadsheets and the like. I figure I am not al...
From the comments section - Latvian bank deposits
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Hi! I am from Latvia. What do you think, what happens to people deposits in EUR at worst scenario? We have legislation, that government guar...
4 comments:
Friday, August 1, 2008
Wachovia will walk-over-you
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I get about two emails a day seeking my views on Wachovia. I am going to disappoint people who want a really detailed examination. But I ...
10 comments:
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