Bronte Capital
The sometimes eccentric views of John Hempton
Monday, January 19, 2009
Sweden, Norway and a request for some decent macroeconomic models
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Warning – non-stock post – mostly macroeconomics problems. There is a debate online about what the Swedes did or did not do to bail out thei...
3 comments:
Friday, January 16, 2009
HSBC are thugs (sorry “partners”)
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HSBC has gotten a little aggro lately – an analyst dispute widely reported in the FT and other places. By the standards of the story I am...
8 comments:
Thursday, January 15, 2009
Riots in Riga
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There are times that I would prefer not be right In the single most famous post on this blog ( Hookers that cost too much ) I predicted midd...
5 comments:
Book review – Gerald Stone’s Who killed channel 9?
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For the non-Australians out there - Channel 9 is the once dominant TV network in Australia with a "galaxy of stars". It had the l...
1 comment:
Tuesday, January 13, 2009
How diabolically desperate are the oil exporting states?
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The oil market is currently in super-contango . That is the forward prices are much higher than current prices. Usually speculators fix thi...
24 comments:
Monday, January 12, 2009
Lessons from shorting JGBs – the credible promise to be reckless
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I once lost money shorting Japanese Government Bonds (JGBs). It was a funny sort of trade – because I am normally allergic to leverage – but...
18 comments:
Friday, January 9, 2009
Satyam - what were the lenders thinking?
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I remember once having a very serious look at a particular (non-US) mortgage lending operation owned by Citigroup. I came from a banking cul...
2 comments:
Thursday, January 8, 2009
Auditors - a follow up...
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This is strange – but anyone that thinks that markets necessarily get the right outcome is just plain wrong. There is consensus amongst my r...
5 comments:
A call to sensible conservatives who still think the enlightenment was a good idea
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Warning: non stock post - just my usual diatribe against people who argue from falsehoods... I have always admired the Alan Sokal hoax . ...
7 comments:
Wednesday, January 7, 2009
Choice of audit firm – a request for comments from readers
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We are in the process of setting up a small fund. I don’t want to use the word “hedge fund” because we really will take positions rather th...
19 comments:
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