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The Times' Rorshach Geithner Story
Apr 27 20099:04am EDT -
Sinking Animal Spirits
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Counter-cyclical Urban Policy
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Be Your Own Counterfeiter
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Being Tim Geithner
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Notes From a Press Conference Naif
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What Good is the News?
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Stressful Enough
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Not Regretting the Pound
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Introducing the New Ford Squeeze
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Non-Economic Questions of the Day
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The Stress Test Blind Alley
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Happy Hour
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Recovery Without Rebalancing
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The Shape of Your Recession
Apr 23 20095:04pm EDT
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Jul 29 2008 3:49pm EDT
John Hempton, Financial Blogger Extraordinaire
In mid-May, Australian fund manager John Hempton started a blog which is already one of the best in the world for serious analysis of finance investment ideas on both the long and the short side. Coming back from holiday today I found a wealth of amazing blog entries there. Here's just a taster of what Hempton's done in the past couple of weeks:
- Premonitions of disaster in Spain, and the limitations of the Norwegian solution, and what all this means for the Baltics in general, and Swedbank in particular. "I used to think Swedbank would probably survive. I now think it probably goes to zero."
- The risks aren't on the credit side of banks' balance sheets, they're on the funding side. See: Alliance & Leicester, WaMu.
- The difficulty of shorting subordinated bank debt.
- The differing definitions of subprime, and the deceleration in subprime delinquencies.
- "There will eventually be a Japanese exit for many American financials."
- And, best of all, Hempton admits his mistakes.
Go subscribe/bookmark him now: you won't regret it. And good luck, John, with suing Dell!
