Bronte Capital

The sometimes eccentric views of John Hempton

Monday, December 15, 2008

Bronte Capital calls for a new French Revolution

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Credit Agricole SA is a bank which obsesses me – and on which I have lost some loot. The problem is that it is a bank with very good bits an...
1 comment:
Sunday, December 14, 2008

By no means the scale of Madoff

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This is one of then first posts I made on this blog... in light of the issues that have been exposed in the last week I thought I would repe...
6 comments:
Friday, December 12, 2008

Must read Cassandra - on Madoff

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I don't do links much... this is great. http://nihoncassandra.blogspot.com/2008/12/bernie-comes-out-of-closet.html Oh, and this... http:...
4 comments:
Thursday, December 11, 2008

A post-script: climate change from the left and another plea for investments...

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I think it is fairly obvious that nuclear is part of the solution to climate change.   The impression I get is that some on the right think ...
10 comments:
Wednesday, December 10, 2008

Conservatives, climate change and investing

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I didn’t mean to start a debate by the religious fanatics of climate change. And I will not do so here. But I will state my position and...
13 comments:
Tuesday, December 9, 2008

Is this the seriously smart money?

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It pains me to say anything nice about Exxon Mobile management.  They are the most notorious climate change sceptics for instance, somethin...
14 comments:
Sunday, December 7, 2008

Weekend edition: iphones and Galileo

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The comments have proved to my satisfaction that the effect noted here is an artifact of the lens and not a crescent of Venus.  So the discu...
10 comments:
Friday, December 5, 2008

The bull in the china shop

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Well I am relieved.  It has been my contention that Sheila Bair is the bull in the china shop.  She confiscated Washington Mutual because it...
3 comments:
Tuesday, December 2, 2008

Great interviews in finance

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Sorry - YouTube has mangled the video and the sound is stuffed.  I can't seem to fix.   Mish alerted me that Land America had filed bank...
2 comments:
Monday, December 1, 2008

Goodbye Tanta - I will miss you...

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Doris Dungey (Tanta) - a really competent blogger in the mortgage area has died at an unfortunately young age.   I am not much into obits......
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