Bronte Capital
The sometimes eccentric views of John Hempton
Thursday, February 26, 2009
A series of quarterly numbers
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Here is a series of quarterly numbers Quarterly 12/2008 13,106 09/2008 11,642 06/2008 10,621 03/2008 9,991 12/2007 9,1...
10 comments:
Memories of the bull market
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Citigroup (once Salomon Smith Barney) in Sydney used to have the biggest and best Christmas parties. Picture this: a balmy Sydney night an...
4 comments:
Tuesday, February 24, 2009
Wrong again - on AIG
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This blog aims to admit its mistakes. This is an admission that this post was spectacularly wrong. The main reason why the that post was w...
14 comments:
Saturday, February 21, 2009
Corus bank
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FDIC taking over WaMu and forcing Wachovia to the altar were unusual events not because the banks were large but rather because the banks we...
11 comments:
Friday, February 20, 2009
We are not close to being Swedish yet
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Nouriel Roubini has a newspaper article that says we are all Swedish now. I wish it were true. We are nowhere near being Swedish. This is...
9 comments:
Thursday, February 19, 2009
The cooler - better looking Hempton
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Gratuitous advertisement: The Nick Hempton Band is having its album launch in the Zinc Bar. You can hear a little of his music on his my-s...
1 comment:
Do they read in Washington?
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I got a lot of comments on the “ big post ” – many are smart, some are just plain wrong, many however taught me stuff. I should find the t...
11 comments:
Monday, February 16, 2009
Bank solvency and the "Geithner Plan"
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Warning – a very long and wonky post - and possibly a little self indulgent. Don’t bother reading it unless you are really interested in ba...
47 comments:
Friday, February 13, 2009
Shark attack
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Regular readers will know that I am a surf lifesaver at North Bondi and later at Bronte Beach. I am stunned as anyone by the shark attack . ...
4 comments:
Tapes and films – the data-point from hell
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Think of Nitto Denko as Japanese 3M. Indeed it is the company in the world that most resembles 3M. It does tapes, films, laminates – the ...
2 comments:
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