Bronte Capital
The sometimes eccentric views of John Hempton
Saturday, April 25, 2009
ANZAC Day edition
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The original ANZACs were the Australian and New Zealand Army Corps. They landed on 25 April 1915 at Galipoli in the Dardenelles for what w...
6 comments:
Thursday, April 23, 2009
Liquidity and banks – a primer
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Several of the responses to the last post (about bank excess liquidity) seemed to confuse liquidity and solvency. Indeed several confused ...
11 comments:
Wednesday, April 22, 2009
Mixed up policy responses and liquidity preference
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I frequently get emails suggesting that governments should force banks to lend and that would solve the recession. I tend to agree but it w...
17 comments:
Friday, April 17, 2009
Welcome to the 21st Century
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An AIG business that did not lose (much) money AIG has sold 21st Century to Zurich. 21st Century is not a bad personal lines insurance comp...
6 comments:
Thursday, April 16, 2009
Bramdean did reply
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My last post about Bramdean Asset Management observed that Bramdean had sent money to an un-named fund and received it back the same day. ...
3 comments:
Wednesday, April 15, 2009
Goldman’s Orphan Month
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Goldman Sachs just put out pretty good results and did a big capital raising. Here is a table for Goldman Sach’s revenue for the three month...
8 comments:
Wednesday, April 8, 2009
Farewell Greg Newton
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I only spoke to Greg Newton (of the Naked Shorts blog) twice and my email box has about a dozen emails. He died suddenly recently. I want t...
2 comments:
Monday, April 6, 2009
Bed and Breakfast capital at Bramdean Alternatives
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I keep an eye on Bramdean Alternatives – the listed fund of hedge funds and private equity funds run by Nicola Horlick’s Bramdean Asset Mana...
5 comments:
That Legacy Word
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Toxic assets are no more. The Geithner Plan is officially a “legacy asset plan”. Legacy assets sounds so much better than toxic assets. By ...
1 comment:
Friday, April 3, 2009
The seemingly criminal Sheila Bair*
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I am not opposed to the Geithner Plan – but the execution is bordering on criminal. This article in the FT runs as follows: Bailed-out ban...
21 comments:
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