Bronte Capital
The sometimes eccentric views of John Hempton
Friday, August 14, 2009
Mr Big Wells and the new faster SEC
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I just received and filled out a customer satisfaction survey from the Securities Exchange Commission. Its prompted me to take some time of...
16 comments:
Modelling Fannie Mae and Freddie Mac – Part III
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In the previous post I showed you what had caused the big losses at Fannie and Freddie to date. In short it was mark-to-market securities (...
7 comments:
Wednesday, August 12, 2009
Modelling Fannie Mae and Freddie Mac – Part II
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Advance apology – this is the most complicated post in the entire series… I promise if you persevere through this post you will find the res...
14 comments:
Modelling Fannie Mae and Freddie Mac – Part 1
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This will be the first on a series of posts about Fannie Mae and Freddie Mac. I expect my conclusions to be controversial. One reason I have...
3 comments:
Thursday, August 6, 2009
Stink boats and the forthcoming spectacular inventory bounce
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Paul Krugman has been predicting a double-dip recession based on an inventory bounce. He figures that middle to latter part of this year w...
9 comments:
Wednesday, August 5, 2009
Ethics, journalism, the web and the profits of brokerage businesses – oh, and Paul Krugman
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Tyler Durden of Zero Hedge has responded to this blog post - and his comments - which I should fairly highlight - are reported at the end. O...
10 comments:
Thursday, July 30, 2009
Follow up on high frequency trading
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My last blog post on high frequency trading got a surprisingly wide reception – and was reprinted for several different audiences. The com...
21 comments:
Friday, July 24, 2009
High frequency traders – a phoney explanation when nobody seems to know the real explanation
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There are a few changes to this post in italics. These come from the comments. Goldman Sachs made 5.7 billion dollars of trading revenue in...
48 comments:
Thursday, July 23, 2009
Salary package includes sonic screwdriver and attractive assistant: Australian citizens only
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The Australian Department of Defence is advertising for a TARDIS MANAGER . Americans must be falling behind in defence equipment technology...
2 comments:
Not buy and hold
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Warren Buffett may – at least in part to make management comfortable – state regularly that his favourite holding period for a stock is fore...
4 comments:
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