Bronte Capital
The sometimes eccentric views of John Hempton
Tuesday, May 26, 2009
Goodbye to the Sole True Hero (Sol Trujillo goes back to San Diego)
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I am an outsider (an Australian) who keenly observes the ways of American CEOs. As a group they have not covered themselves with glory – fa...
16 comments:
Monday, May 25, 2009
Japan, Korea, Detroit and banker bonuses
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It surprises me how few people followed up the logic from my Japan and Korean banking collapse post . Japan and Korea had very similar indu...
14 comments:
Monday, May 18, 2009
A tale of two banking crises: Japan and Korea
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Economics may be a “science” but it lacks controlled experiments. Especially in macroeconomics you can’t repeat an experiment with one var...
27 comments:
Thursday, May 14, 2009
When the stockmarket does the analysis
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Today the news is all about green shoots becoming brown shoots. A couple of (entirely predictable) bad bits of data and the stock market g...
12 comments:
Tuesday, May 12, 2009
The hookers no longer cost too much: geopolitics and the price of prostitutes in the Baltic States
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There is a article about me and about the Bronte Capital blog in the Sydney Morning Herald today. It mentions that I diagnosed the economic...
14 comments:
For the benefit of Gaius Marius
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Gaius Marius of the (usually lower case) “ decline and fall ” blog left the following comment on my 77 Bank note. But American banks a...
5 comments:
Sunday, May 10, 2009
JP Morgan lied to regulators
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I purchased preferred shares in Washington Mutual when it was in distress and lost money when it was confiscated by Sheila Bair. I have arg...
20 comments:
Saturday, May 9, 2009
Christopher Flower’s short memory
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I play in bank stocks. Christopher Flowers is a name I see again and again. He is a private equity guy - and he buys banks. Big banks. Lo...
7 comments:
Muddling through – why the American banking system will not turn Japanese – Part II
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Welcome again to TPM readers . My first post on TPM got more comments than the average post on my own blog. And because the goals of the ...
6 comments:
Friday, May 8, 2009
Why American banks will not wind up looking like Japanese banks - Part 1
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I have to welcome a few readers from Talking Points Memo . They are reproducing my posts at least to the extent that they go to explaining ...
7 comments:
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