Bronte Capital
The sometimes eccentric views of John Hempton
Tuesday, March 17, 2009
Gold is very expensive
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When priced against real assets. I know the gold bugs – and there are many of them – compare the amount of gold in existence (160 thousand...
25 comments:
Monday, March 16, 2009
Fannie versus Freddie credit performance
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For a long time I was convinced that Fannie's credit criteria were slightly more stringent than Freddie's. It appears I was wrong....
4 comments:
Friday, March 13, 2009
Financial chauvinism
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There is a lovely comment on the last post accusing me of financial chauvinism – suggesting it is wrong to guarantee all bank liabilities. T...
22 comments:
Thursday, March 12, 2009
Krugman’s illogic extended
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I am flattered that Paul Krugman thought to reference this blog on his . I have been a fan since undergraduate days at the Australian Natio...
17 comments:
Wednesday, March 11, 2009
Accrued interest on Voodoo maths
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Accrued interest argues that banks should be given time (by government fiat) to work out of their problems - so that their underlying cash ...
8 comments:
Paul Krugman’s false logical step
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To my way of thinking Paul Krugman has finally nailed the question as to bank nationalisation that matters. This the money quote: That sa...
16 comments:
Tuesday, March 10, 2009
Fools seldom differ
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Warren Buffett was on CNBC last night . Maybe he is getting old and vain and likes to be on TV. Maybe he is falling for the (considerable...
15 comments:
Sunday, March 8, 2009
Optimism Porn – used car prices
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There is so much bad news out there that I thought I might start a little bit of optimism porn to counter the pessimism porn that is becomi...
7 comments:
Friday, March 6, 2009
Voodoo maths and GE
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Keith Sherin – the GE CFO – put out a press release that you can find here . I just want to extract one paragraph. Mr. Sherin said he expec...
2 comments:
Jon Stewart's takedown of CNBC
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Has been linked by many people but it is worth it. http://www.thedailyshow.com/video/index.jhtml?videoId=220252&title=cnbc-gives-financi...
2 comments:
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