Bronte Capital
The sometimes eccentric views of John Hempton
Tuesday, June 15, 2010
In honor of Edward Hugh – Part 1
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Edward Hugh writes A Fistful-of-Euros – one of my favorite blogs. I always thought of Edward as some second-tier economics academic who was...
5 comments:
Thursday, June 10, 2010
The Fannie Mae and Freddie Mac reform proposal from Goldman Sachs
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Donald Marron and Phil Swagel have written a paper which proposes a reform structure for Fannie Mae and Freddie Mac. It should not be take...
14 comments:
Wednesday, June 9, 2010
Nigerian spam email of the week
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From : Dudley Caruthers Esq (Barrister at Law) Subject : BP Related Agreement Entitlement E-mail : Dear Friend I am the pri...
5 comments:
Monday, June 7, 2010
Weekend edition: In the tradition of Yves Smith’s – antidote du jour
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I went to a free concert on the Opera House steps on the weekend. The billing was very strange: Laurie Anderson (and possibly her partner ...
5 comments:
Wednesday, June 2, 2010
What is it with Carlo Civelli and George Soros?
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Carlo Civelli is nothing if not controversial. His name alone gets Canadian securities regulators into a lather as he was a major investor ...
16 comments:
Thursday, May 20, 2010
People like me in Thailand
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This post is motivated by my local dead-tree (the Sydney Morning Herald) wasting good column-inches on Kriangsak Kittichaisaree – the Thai...
33 comments:
Wednesday, May 5, 2010
From the perspective of the Japanese household
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Japanese bonds – yielding close enough to zero – have been a fantastic investment for about twenty years. After all seven year JGBs were ...
17 comments:
Friday, April 30, 2010
First Solar – a follow-up post the result
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Such is the life of a short-seller. The biggest short in our fund (First Solar) came out last night (Australian time) and – again to use th...
24 comments:
Thursday, April 29, 2010
The arithmetic of bank solvency – part 1
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This is a post driven by Krugman’s many debates on bank profitability. In particular, a post from Krugman – about why banks are suddenly ...
16 comments:
Wednesday, April 28, 2010
Quote of the day: Bess Levin on the Goldman hearings…
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Bess Levin is truly wonderful : Apparently Goldman didn’t just hurt its clients, it hurt everyone in the world. Take a moment right now...
7 comments:
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