Bronte Capital
The sometimes eccentric views of John Hempton
Friday, October 16, 2009
Whatever pleased the Lord, he did, in heaven and on earth, in the seas, and all the depths…
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After considerable exchange with Zion's lawyers I have amended this post. The well is "probably" dry. For an explanation see...
10 comments:
Monday, October 5, 2009
Are the Spanish banks hiding their losses? Looking at the American data
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Whether the Spanish banks are hiding their losses is a major debate going on in the blogosphere and has been detailed at length in the Fina...
42 comments:
Friday, October 2, 2009
Ducks in sewerage treatment works, drug resistance, dumb luck and investing
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The day the swine flu story broke in the global press I wrote up for the blog a possible influenza hedge. It was a stock I thought would m...
9 comments:
Thursday, October 1, 2009
The new rapid SEC
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Mary Schapiro has not got great press amongst financial bloggers – however this time she beat me to the punch. Emergent Health Corp was a...
13 comments:
Saturday, September 19, 2009
Politics makes people believe the strangest things – so let’s try make money from their stupidity
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I knew I was stepping into heavily political ground when I wrote my impressions piece about Australian semi-socialised medicine . Most resp...
37 comments:
Thursday, September 17, 2009
Hoisted from the archives – my old post on Freshwater and Saltwater macroeconomic theory
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Long before Paul Krugman elevated the central schism in macroeconomics to the front page I wrote about it on this blog. My old post is re...
10 comments:
Sunday, September 13, 2009
Vested self interest and the future of Fannie Mae and Freddie Mac
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Fannie Mae and Freddie Mac take credit risk and interest rate risk. They take credit risk primarily by guaranteeing mortgages. They take...
10 comments:
Friday, September 11, 2009
Fannie Mae and Freddie Mac – closing the modelling sequence
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The last post – which was incredibly difficult to write – received remarkably little comment – and almost no feedback. So I am going to clo...
11 comments:
Betting on – or against – Obama hatred
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I run an investment business – and my blog is about investing. Sometimes (quite often) investing requires that you have a dispassionate loo...
32 comments:
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:
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