Bronte Capital
The sometimes eccentric views of John Hempton
Wednesday, October 22, 2008
It's about the real economy now
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Wal Mart was always a down market retailer. I feel at home in Target - wide, brightly lit isles, a good collection of kids clothes. I don&...
4 comments:
Friday, October 17, 2008
Why Lehman mattered
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Read my post on the 1934 Act first… this will not mean much to you unless you have done so… and after that get ready for some seriously won...
27 comments:
Tuesday, October 14, 2008
The 1934 Securities Exchange Act and all that
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When you sign up to a margin account in almost all cases you pledge your securities to the broker with the ability for them to repledge. ...
16 comments:
Monday, October 13, 2008
Fred Goodwin hangs tough
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Come on Sir Fred You worked for an inconsequential arm of National Australia Bank. You walked to an historic but small bank in Scotland. You...
3 comments:
Sunday, October 12, 2008
Bakkavor Group, an Icelandic follow up...
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I got no comments on the Bakkavör Group accounts, see here ... For those that want to know, the balance sheet is written in pounds. It is ...
2 comments:
Iceland denies the airbase link
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It did not take long. Iceland has denied the airbase link. http://www.timesonline.co.uk/tol/comment/columnists/bronwen_maddox/article491654...
2 comments:
British deposits in Icelandic banks
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I simply said in a previous post that Iceland intended to default on its deposit insurance obligations. They now say they intend to honour t...
Funny reaction as to the prostitution comment
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Two people I trust suggested that this post is a little hot headed and that I should revise or tone down. The email however is suddenly runn...
11 comments:
Friday, October 10, 2008
Iceland the absurd
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I mentioned Iceland a few times only on this blog – because it was sort of well known in the hedge fund community – a crowded trade even. ...
21 comments:
Thursday, October 9, 2008
The Bronte Capital thesis breaks down
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This blog has an over-arching thesis – which is that current account deficit countries are going to have bad banking systems – but current a...
9 comments:
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