Bronte Capital
The sometimes eccentric views of John Hempton
Sunday, September 7, 2008
The Reality Based Community and Frannie
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Warning: this post is speculative - we have no idea of the structure of the bailout - and I could completely misunderstand what is happein...
11 comments:
Saturday, September 6, 2008
Getting it wrong again! Phoney and Fraudy edition
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If the details of the Fannie plan as rumoured are correct (including serious impairment to GSE Preferreds) then I might have been a day ear...
3 comments:
The problem with blogging: WestAmerica Bancorp
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One of my early posts was on WestAmerica Bancorp . It’s a smallish – and traditionally very well run bank in the Central Valley. It...
Weekend edition: A call for the beauty disadvantaged
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Mt Isa is a mining town in remote North West Queensland Australia. Its hot and dry and (kindly) a cultural backwater. It also has a...
Thursday, September 4, 2008
Bank customer service – some follow up
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Felix Salmon has made the correct observation about bank customer service and private banks. His analysis: Big retail banks tend to l...
Epistemology for beginners:
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As regular readers probably have worked out I am getting obsessive about what constitutes enough evidence to have a bet on a stock long or s...
Wednesday, September 3, 2008
Google – the evil identity theft company
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I use GMAIL and it worries me that all my life is stored on some server in the Googleplex. But I guess I trusted a company whose motto was...
5 comments:
Suing Dell – a follow up
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I wrote earlier about my own experience with Dell and warranty issues . For those that want to know – Dell folded and fixed my computer at n...
4 comments:
Bank customer service
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Banks are notoriously bad at customer service. They know they have customer lock. People are less likely to change banks than get divorc...
3 comments:
Monday, September 1, 2008
Explaining the brokers – Part III
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This is proving to be a hard series to write. The brokers are complex. To really go through the Lehman 10K is a schedule clearing event....
2 comments:
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