Bronte Capital
The sometimes eccentric views of John Hempton
Sunday, June 20, 2010
Weekend edition: he is not sick he is fully sick sick
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No stock implications – just a fabulous YouTube rap. Christiaan Van Vuuren is locked up in quarantine in Sydney with a really nasty strain ...
Friday, June 18, 2010
Stress tests and sovereign solvency – part IV in the Edward Hugh tribute series
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The Scandinavian banking crisis was solved in the following manner (a). The banks were guaranteed (b). Someone independent of the bank...
6 comments:
Thursday, June 17, 2010
Digital rights management and international travel – a reason not to buy a Kindle – but maybe a reason to buy Amazon stock…
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I purchased a Kindle in the US. I wasn’t an early adopter – but it was an early Kindle DX. I loved it. I get almost any book I want and t...
20 comments:
Emporiki – a Greek-French sideline – the third post in my Edward Hugh tribute series
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I once met the CEO of a French regional bank affiliated with Credit Agricole. His bank was rich and a quasi-mutual – and hence he was only ...
3 comments:
Wednesday, June 16, 2010
National Bank of Greece: part 2 in the Edward Hugh series
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Edward Hugh is obsessed mainly with Spain – and Spain is the big picture – but the markets are obsessed with Greece. Greece is ground-zero ...
9 comments:
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:
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