Bronte Capital
The sometimes eccentric views of John Hempton
Tuesday, March 24, 2009
Steve Waldman's dark musings
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Steve Waldman ( interfluidity ) is my all time favourite blogger. We disagree on a lot - but his is the only blog I have ever back read ev...
2 comments:
Felix Salmon misrepresents me...
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Felix Salmon mischaracterises my views … In particular he says The status quo, absent any Treasury proposal, is basically the Hempton plan:...
8 comments:
The Treasury held a blogger's conference call...
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Apparently the Treasury held a blogger conference call yesterday. http://www.businessinsider.com/treasury-department-holds-surprisingly-ca...
2 comments:
Monday, March 23, 2009
Keener body surfers than me
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This guy - Gordon Hempton - is a second or third cousin. http://seattletimes.nwsource.com/html/othersports/2008906553_surf23m.html He is a...
4 comments:
Brad deLong joins me!
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He posts that he thinks Paul Krugman is wrong . And his nervousness about that statement matches mine... He notes that if the past decade ha...
9 comments:
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:
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