Bronte Capital
The sometimes eccentric views of John Hempton
Monday, September 7, 2009
Modelling Fannie Mae and Freddie Mac - Part IX
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I am sorry for the couple of weeks delay in publishing the continuation of this series. It was caused at least in part by my collarbone * a...
7 comments:
Monday, August 31, 2009
Sorry – no posting for a while…
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I broke my collarbone in a bicycle crash. Fannie and Freddie series to be continued…
32 comments:
Wednesday, August 26, 2009
If we want to change the world – we can… we just have to think we can. Kaupthinking was beyond thinking…
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I used to look at awed wonder at the insanity of Icelandic banks – but I never heard of this advert (for Kaupthing Bank ) until after the co...
10 comments:
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...
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