Bronte Capital
The sometimes eccentric views of John Hempton
Wednesday, February 11, 2009
Private equity involvement in the bailout and leverage
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I don’t know what Mr Geithner’s plan is. The stuff out there is so vague you can drive a truck through it. But the smarties all seem to hav...
13 comments:
Don’t believe what they say
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Calculated Risk points us towards a slide in the presentation that JP Morgan made when it purchased Washington Mutual. Calculated risk (f...
7 comments:
Tuesday, February 10, 2009
Not ordinary fires
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I do not want to say much about the Australian fires - but this photo of molten metal from burnt cars gives you some idea of their intensity...
8 comments:
Monday, February 9, 2009
How good is the Wall Street Journal?
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Or alternatively how bad is the New York Times? The Wall Street Journal was the only major American paper to increase its circulation last y...
2 comments:
Weekend edition: The conspiracy to keep you poor and stupid
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First- a brief book review: Nontechnical Guide to Petroleum Geology, Exploration, Drilling and Production – Norman J Hyne. This is a good...
8 comments:
Thursday, February 5, 2009
How to guarantee your job in a Spanish bank
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The Spanish banks always looked vulnerable to me. I have criticised Santander several times on this blog. But this story deserves more co...
6 comments:
Wednesday, February 4, 2009
Those wonderful shops
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I been looking at retailers lately – not something I know a lot about. I know enough to know I can hurt myself if I get these wrong – as my...
14 comments:
Tuesday, February 3, 2009
Smashed up old fuddy-duddy guys
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When I was about 22 my dream date and I ended making love on the balcony of a friend’s beach house on a balmy evening with a very high end s...
12 comments:
Sunday, February 1, 2009
John Paulson accuses his competitors of theft or fraud
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I was reading Paulson Funds latest client letter (hat-tip Kedrosky) . It is an enviable list of the things he got right this year. However...
15 comments:
Bad tax policy and bad government process – GM as a test case
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The WSJ leads with a story about how GM wants to avoid a tax burden that comes from restructuring its liabilities – converting its debt to ...
3 comments:
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