Bronte Capital
The sometimes eccentric views of John Hempton
Wednesday, July 21, 2010
Part VI in the Ed Hugh series – Emporiki decides not to compete on deposits
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Lets recap my arguments from the early parts of this series. In Part 2 of the series I showed that if the Greek sovereign defaults either ...
6 comments:
Tuesday, July 20, 2010
Turning Japanese? Comments on the latest bank results
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I am thinking out loud here – and hope for comments. For our portfolio it has not been a happy few days. You will need to click for the ta...
21 comments:
Monday, July 12, 2010
Bank of America comes clean – well sort of …
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Bank of America has finally admitted that it understated the quarter end assets and liabilities for the years 2007 to 2009. It does not (ye...
16 comments:
Friday, July 9, 2010
Don't waste a good spy exchange
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I grew up in the latter part of the cold war and despite our modern day challenges we are far better off with the nuclear armed and ideology...
8 comments:
Sunday, July 4, 2010
The Confidence Game: a commentary on the Ackman-MBIA book
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A correction to this post re the Australian infrastructure projects is at the end... The Confidence Game – the book about Bill Ackman’s p...
18 comments:
Sunday, June 27, 2010
Astarra weekend edition: Lockhart Road
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David Morisset is the nom-de-plume of David Andrews – a former director of Astarra Capital – later Trio Capital – the responsible entity f...
2 comments:
Thursday, June 24, 2010
Sonray Capital – another Australian broker failure
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Sonray Capital failed a couple of days ago and the clients are likely to incur nasty losses. Strangely I first found out about this from U...
22 comments:
Monday, June 21, 2010
Normal adjustment mechanisms – part five in the Edward Hugh tribute series…
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Australia is a commodity sensitive economy. Greece is tourism sensitive. Tourism is almost as big in Greece as mining is in Australia. ...
18 comments:
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:
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