Bronte Capital
The sometimes eccentric views of John Hempton
Monday, March 23, 2009
Geithner's part plan
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Henry Blodget has noted that I do not think that the Geithner plan is a bad idea. That is I do not think it is a bad idea to lend money to ...
15 comments:
Saturday, March 21, 2009
Weekend edition: racial profiling at the beach
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Regular readers will know that I double as a surf lifesaver at Bronte Beach . I was on patrol today. It was relatively calm, warm without b...
11 comments:
Friday, March 20, 2009
AIG bonuses
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Despite all that has happened there are still some good businesses at AIG. 21st Century – an auto insurance company largely based in Cali...
12 comments:
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:
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