Bronte Capital
The sometimes eccentric views of John Hempton
Wednesday, November 12, 2008
Iceland, Switzerland, Denmark, Sweden, Jordan and countries with banks that are too big to bail out
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There is a wonderful (simply wonderful) paper by Willem Buiter and Anne Siebert on the Icelandic banking crisis. It’s the sort of paper t...
9 comments:
Tuesday, November 11, 2008
Getting your duration and diversification offshore – how bond market crises and currency crises intertwine
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It helps if you read the post about international diversification first. If you do not understand the problem of owning foreign equities ...
6 comments:
Monday, November 10, 2008
Naked Capitalism on AIG
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Yves (Naked Capitalism) does an admirable job picking apart the latest AIG story. My original calculations on the AIG bailout are being ...
Weekend edition: things that get easier and harder every year
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It gets easier every year to read bank balance sheets. I get a lot of practice and it is not aerobic. And this is despite the acrobatics...
4 comments:
Sunday, November 9, 2008
A Krona Problem
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There is a New York Times story about what is going on in Iceland – and one thing jarred me – the quoted exchange rate. They quoted 130 ...
3 comments:
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