Bronte Capital
The sometimes eccentric views of John Hempton
Thursday, October 9, 2008
Geopolitics and financial crisis
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Dopeyness warning. Whilst I was familiar with the Icelandic bank balance sheets relative to GDP (Iceland is the second most bank revenue to...
14 comments:
Wednesday, October 8, 2008
Sir Fred not quitting
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I have a British passport. I am considering sending it back. Sir Fred Goodwin is not quitting. http://www.thisislondon.co.uk/standard/artic...
1 comment:
Sir Fred Goodwin deathwatch - hopefully final edition
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The press is reporting the sacking of Sir Fred Goodwin before the bank has announced it. http://www.thisislondon.co.uk/standard-business/art...
2 comments:
Tuesday, October 7, 2008
Dumb things I did not do for real
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I wrote out a model portfolio for a hedge fund in January this year. I also wrote a draft note explaining every position - part of a due di...
Royal Bank of Scotland – some comments
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One of the first posts I made on this blog was about Royal Bank of Scotland . In it I described Sir Fred Goodwin as "the worst CEO o...
1 comment:
Saturday, October 4, 2008
The Sheila Bair disgrace sequence
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1). Sheila Bair rings Jamie Dimon and suggests to him that she might confiscate the assets of Washington Mutual. She says that Jamie sho...
8 comments:
Its amazing how bad Sheila Bair looks now
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Sheila Bair - without giving anyone time to do due diligence - forced Wachovia into a merger with Citigroup in which she warranted that the ...
1 comment:
Friday, October 3, 2008
Did Sheila Bair force the confiscation of a solvent bank?
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Well - yes. If Sheila had not acted Wachovia would not have been in play. She basically forced a deal whereby Wachovia banking operations ...
7 comments:
Wednesday, October 1, 2008
Irish government guarantees the bank debt (not the bank equity)
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This is blunt . Government Decision to Safeguard Irish Banking System Government Decision to Safeguard Irish Banking System The Governmen...
9 comments:
How to make the bailout work
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Almost everyone ( including Krugman who should know better ) thinks this banking crisis is about inadequate capital caused by losses. Th...
13 comments:
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