Bronte Capital
The sometimes eccentric views of John Hempton
Tuesday, March 3, 2009
They read me in Washington!
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The latest leak from the WSJ about the details of the Geithner plan should sound very familiar to readers of the " long post ". ...
8 comments:
Wrong again - on AIG
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There is only one piece of AIG that is still highly valuable – which is the core American P&C business (including some auto businesses)....
4 comments:
Monday, March 2, 2009
HSBC are to blame
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Of all the ways to lose money – one of the most painful is to be right and lose money. It doesn’t happen to unlevered longs. If you have no...
5 comments:
Friday, February 27, 2009
Restructuring AIG – letting the mothership go
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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
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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
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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
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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
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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:
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