Bronte Capital
The sometimes eccentric views of John Hempton
Tuesday, March 31, 2009
Submission to the FDIC on the Legacy Loan Program
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The FDIC has called requested submissions as to how the Legacy Loan Program should be run. You can find the request here . Given that we are...
4 comments:
Monday, March 30, 2009
Covering the Ricks short
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Several months ago I put a short on Rick’s Cabaret – a listed strip club owner with a private jet. The code of ethics covered use of the pr...
3 comments:
Saturday, March 28, 2009
Sheila Bair is either a criminal or a grotesquely incompetent stark raving idiot
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It is no secret that I do not like Sheila Bair. My original reason for dislike was posted here . But now she is open to deliberately allowi...
12 comments:
Monetary union and banks - some thoughts
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The biggest – and most consistent criticism that my last post received is that the national champions in Europe (particularly the Netherlan...
5 comments:
Friday, March 27, 2009
The case for letting bankers rip us off
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In the last post I proposed the radical – but disagreeable – proposition that the right way to regulate banks is to allow them to rip us al...
18 comments:
Thursday, March 26, 2009
Watch those baskets: Why Citigroup should be allowed to merge with Wells Fargo
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There is a lot of woolly thinking about the right way to regulate banks post this crisis. The consensus is that banks should never again be...
40 comments:
Wednesday, March 25, 2009
Why the Countrywide guys should be allowed to get mega-rich
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Pimco is a bond management firm which has come through this crisis almost unscathed. The monthly letters from Pimco are amongst the few mu...
11 comments:
Tuesday, March 24, 2009
The biggest problem with the Geithner plan
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Is that the banks choose which assets to sell to the fund. It allows selective price discovery on assets where the company taking the test ...
5 comments:
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:
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