Sitemap - 2008 - John Hempton's Newsletter
Hookers that still cost too much – some comments on the IMF and Latvia
Santander also caught in the due diligence lie
Bramdean Alternative’s solvency problems
New World Capital Managment - a follow up...
Weather and subprime mortgages
Robust and thorough due diligence is back
Criminal charges for Nicola Horlick now?
Nicola Horlick is a silly silly girl
My delayed Nicola Horlick post
Bronte Capital calls for a new French Revolution
By no means the scale of Madoff
Must read Cassandra - on Madoff
A post-script: climate change from the left and another plea for investments...
Conservatives, climate change and investing
Is this the seriously smart money?
Weekend edition: iphones and Galileo
Goodbye Tanta - I will miss you...
Weekend edition: surf lifesaving as a spectator sport
Even Krugman doesn't get how plainly irrationally bad it is out there
Proof we are not in Kansas any more
Arguably the best proxy disclosure of the year
The Brad DeLong question - and how to design a bailout that works
I risk being detained by the Latvian secret police
Tax benefits, Wells and Wachovia
A more sensible idea: A Citigroup pre-pack bankruptcy
Sheila Bair and seizing Citigroup
Remember Sheila Bair wanted to sell Wachovia to Citigroup
The Mark Cuban charges – and the economic purpose of insider trading laws
William Buiter has written up the London as Reykjavic idea for the FT
Citigroup, Whachovia, Sheila Bair and a post I didn't make...
Iceland, Switzerland, Denmark, Sweden, Jordan and countries with banks that are too big to bail out
Weekend edition: things that get easier and harder every year
Global diversification – an Australian perspective
The Wisconsin Insurance Commissioner lets Ambac have its 3 billion
Berkshire Credit Default Swaps
Ambac: A surprisingly liquid after-market
Walmart: Where is a statistician when you need one?
It is surprising how few people got the joke...
Is the New York Times giving us a bad read on the newspaper business?
A new disclosure "Magically" appears
It's about the real economy now
The 1934 Securities Exchange Act and all that
Bakkavor Group, an Icelandic follow up...
Iceland denies the airbase link
British deposits in Icelandic banks
Funny reaction as to the prostitution comment
The Bronte Capital thesis breaks down
Geopolitics and financial crisis
Sir Fred Goodwin deathwatch - hopefully final edition
Dumb things I did not do for real
Royal Bank of Scotland – some comments
The Sheila Bair disgrace sequence
Its amazing how bad Sheila Bair looks now
Did Sheila Bair force the confiscation of a solvent bank?
Irish government guarantees the bank debt (not the bank equity)
Who lied to who and who told who what
The end-goal of any bailout or government takeover
The reckless, irresponsible seizure of Washington Mutual: please read in Washington DC
Illiquidity and insolvency and the takeover of WaMu
Is this one of the most extraordinary government actions ever?
Just to rub salt into the wounds
The Motley Fool puts me in my place!
Washington mutual takeover news
Jeff Matthews on Buffett and Paulson
How much does it take to get the FDIC to take over a bank?
Paulson stops thinking, starts acting
Things you can’t do with the short-selling rule
Ambac’s shocking press release
SEC tries to bankrupt Wall Street
Constructive uncertainty redux
Private Equity is like so yesterday
Where is a trillionaire when you need them: too big to bail out
Am I meant to say something smart here?
Weekend edition: Merrill Lynch and a guy who admits killing an underworld hitman
Mortgage insurers and the bailout
This blog’s evolving view on Fannie Mae
Some quick analysis of what the Frannie bailout means
The Reality Based Community and Frannie
Getting it wrong again! Phoney and Fraudy edition
The problem with blogging: WestAmerica Bancorp
Weekend edition: A call for the beauty disadvantaged
Bank customer service – some follow up
Google – the evil identity theft company
Explaining the brokers – Part III
From the comments - believing in Magic
Ripping off two charts – Moodys mid year residential mortgage backed security performance update
Counting and double counting – a comment on losses and accounting standards esp FAS 159
Does anyone have a good estimate of losses recognised to date?
Berkshire risk aversion - a follow up
Risk aversion – Berkshire style
Market puzzles - Fannie Mae and Freddie Mac
I blame the one child policy: explaining the brokers part II
Rick’s Cabaret – a Gentlemen’s Establishment with a private jet
Weekend edition: the somewhat cooler Hempton
Foreigners selling Fannie and Freddie debt
Extra credit Jeff Matthews: great blog posts of yesteryear
Estonians trash their flash cars: can't make the lease payments
Article in Portfolio magazine on British banking
Things that make you go hmmm...
The crudest of models for Fannie Mae cumulative losses – (Fannie Mae Part III)
Losses recognised to date - and where to look for more
I was considered a scaremonger with my Swedbank post
Insolvent versus profoundly insolvent – Fannie Mae Part II
From the comments - property prices on the California beach
Estimating losses for prime mortgage books
Some corrections on statutory capital requirements
From the comments: more on Magic
One email comment - about reserving at MTG
Do you believe in Magic? [Fannie Mae part IA.]
Covered bonds as a panacea – or a recipe for the FDIC to kick in more taxpayer money
A correction on mortgage trends
Jamie Dimon – it is time to pay up
Felix Salmon steals my thunder
What if the problem was mainly fraud?
Just some comments on the email I am getting
Picking apart Fannie Mae – PART ONE
Fixed currency and bankrupt states - Estonia next
New Fannie - just like the old Fannie
From the comments section - Latvian bank deposits
I used to be a public servant - but I couldn't have written this!
Yesterday's post: a short version
Further comments and corrections on yesterday’s post
Interesting - and negative for Ambac
Second weekend edition: Le Tour
Weekend edition: A daft funds of hedge funds
The Dick Bove problem and an investment idea
Selling volatility in the sports betting market
CINFIN admits defeat on Fifth Third
Interest rate risk, credit risk and a comment on bank margins
Thing that stuns me - Natixis: French turds and raisins
The peculiarity of Fannie and Freddie’s market cap
The Norwegian bank collapse – a fixed currency model with a current account deficit
Santander buying Alliance & Leicester
Deflation and bank bailouts in Japan
The Trading Post – a story of slow technological adoption
MBIA holding company credit default swaps
Can someone explain why Fifth Third started taking brokered home equity loans?
Christmas in July: a falling US dollar is just a bowl of cherries
A correction on Sydney Airport
So the weather channel is worth 3.5 billion
Weekend edition: having a whale of a time
Mish comments on finance for machine tools
Time to hide the valuables under the mattress and buy a shotgun
A not so encouraging dead link
Somthing to say for getting old - or just ignoring survival bias
Things I stuffed up – edition one - Interest rate risk versus credit risk
Wachovia and negative amortisation
Bond insurer – has airport to sell
Drink deeply of the poison: another look at Fifth Third Bank
Citigroup thinks Barclays needs more
The Associates - Sandy Weill's greatest miss
A slight difference in statements: Chart Industries and Energy World Corporation
Saving a General with a fresh set of batteries
Sydney Airport: waiting for a (financial) crash landing
The preposterously expensive WestAmerica Bancorp
A piece of a company can go bankrupt - Mish on MBIA
Things that stun me: Fifth Third Bancorp
Steve and Barry's and what the #$%@#% is GE doing
Getting oil on my shirt: Energy World Corporation
Why don't people buy AAA strips at 80c in the dollar? Top five reasons by request
In praise of fraudulent accounts
Its time for a short version of yesterday's post
Stephen Cooper's Business: The past is prologue
Short post today: Barclays and fraudulent hedge funds
Barclays - strange, stranger and truly opaque
You must forgive me my tactlessness: New World Capital Management - a follow up
Australia is different: Macquarie Bank edition
Its a sh-t business - but hey - the dollar is falling
Joe Gutnick: a first follow up OR Why pay stock shills when you can have News Corp for free
A colourful charachter stoops to paid stock shills
Will General Electric get its advanced materials back?
Royal bank of Scotland and Charter One - a first follow up
Fun and games in hedge fund land (or what does it take to go to prison?)
Australia really is another country
Sir Fred Goodwin death watch: Part 1