Bronte Capital
The sometimes eccentric views of John Hempton
Tuesday, August 25, 2009
Modelling Fannie Mae and Freddie Mac – Part VIII
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In Part VII I did an “idiot check” on my credit loss numbers. They appear pretty robust. This post does an idiot check on the pre-tax, pre-...
10 comments:
Friday, August 21, 2009
Modelling Fannie Mae and Freddie Mac – Part VII
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In Part VI of this series I came to the (non-consensus) conclusion that both Fannie and Freddie were long-term solvent and that the cost to...
10 comments:
Thursday, August 20, 2009
Health Care Reform and single payer – an Australian perspective
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I write a financial blog which is republished on the largely political Talking Points Memo. I thought I better write something for both my ...
30 comments:
Wednesday, August 19, 2009
Modelling Fannie Mae and Freddie Mac – Part VI
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This is the money post. I put Parts I , II , III , IV and V together to come to the surprising conclusion that both Fannie and Freddie sur...
25 comments:
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