Bronte Capital
The sometimes eccentric views of John Hempton
Friday, February 27, 2009
Restructuring AIG – letting the mothership go
›
The rumoured AIG restructure should make the hardline – hit-em-where-it-hurts-and-get-rid-of-adverse-selection crowd happy. The government i...
5 comments:
Four times slaughtering a dead horse
›
Editors note This is the fourth post on a quarterly set of numbers from Bank of America. That post sent my in-box on fire. The disagreemen...
10 comments:
Trying to thrice slaughter a dead horse
›
Bank of America’s stock price in July last year was still $25. It was above 30 for most the first quarter. In those days nobody seriously...
7 comments:
Ideology over numbers
›
Simple observation required here. Almost every comment on my post about widening interest margins argued that they were only widening beca...
9 comments:
Thursday, February 26, 2009
A series of quarterly numbers
›
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
›
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
›
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
›
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
›
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
›
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:
‹
›
Home
View web version