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Post Script:
Observation
Post Script
Post Script 2
Variant 1 - the Argentine option: Default and de-peg the currency.
The second variant on Greek default. Greece defaults and stays in the Euro
U tags
for them
could
feeling
genuinely
much
on credit
on revenue
should
very
not
extreme
and reflects directly on senior management who have a core function of making sure the systems work
lot
I tags
Modest Proposal
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| huabao_profit_and_loss.png | |
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headers
H1
H2
Tuesday, October 11, 2011
Monday, October 10, 2011
Saturday, October 8, 2011
Thursday, October 6, 2011
Wednesday, October 5, 2011
Saturday, October 1, 2011
Monday, September 26, 2011
Friday, September 23, 2011
Monday, September 19, 2011
Wednesday, September 14, 2011
General disclaimer
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H3
Tuesday, October 11, 2011
Monday, October 10, 2011
Saturday, October 8, 2011
Thursday, October 6, 2011
Wednesday, October 5, 2011
Saturday, October 1, 2011
Monday, September 26, 2011
Friday, September 23, 2011
Monday, September 19, 2011
Wednesday, September 14, 2011
General disclaimer
Get this blog by email
A note on humor
Search This Blog
About me
Blog Archive
Blog links
H4
H5
H6
internal links
| address | anchor text |
|---|---|
| #main | skip to main |
| #sidebar | skip to sidebar |
| http://brontecapital.blogspot.com/2011/10/going-one-up-on-jeff-matthews-with.html | Going one up on Jeff Matthews with Chaoda Modern Agriculture |
| http://brontecapital.blogspot.com/2011/10/going-one-up-on-jeff-matthews-with.html | 10:40 PM |
| http://brontecapital.blogspot.com/2011/10/anarchists-for-good-government.html | Anarchists for good government |
| http://brontecapital.blogspot.com/2011/10/anarchists-for-good-government.html | 3:03 PM |
| http://brontecapital.blogspot.com/2011/10/happenings-in-little-italy-nurses-and.html | Happenings in Little Italy: nurses and litigation risk |
| http://brontecapital.blogspot.com/2008/11/weekend-edition-surf-lifesaving-as.html | blogged about that |
| http://brontecapital.blogspot.com/2011/10/happenings-in-little-italy-nurses-and.html | 1:56 PM |
| http://brontecapital.blogspot.com/2011/10/ladies-in-elegant-high-heels-water-at.html | Elegant ladies in high heels, water at $1000 per liter and Huabao, an interesting stock on the Hong Kong Stock Exchange |
| http://brontecapital.blogspot.com/2011/06/helping-charles-li-find-weeds-in-his.html | Mr Charles Li, the CEO of the HKSE told us |
| http://brontecapital.blogspot.com/2011/10/ladies-in-elegant-high-heels-water-at.html | 9:48 PM |
| http://brontecapital.blogspot.com/2011/10/missing-bronte.html | Missing Bronte |
| http://brontecapital.blogspot.com/2011/10/missing-bronte.html | 12:53 PM |
| http://brontecapital.blogspot.com/2011/10/time-for-discover.html | Time for Discover |
| http://brontecapital.blogspot.com/2011/10/time-for-discover.html | 2:10 AM |
| http://brontecapital.blogspot.com/2011/09/solar-panel-prices.html | Solar panel prices |
| http://brontecapital.blogspot.com/2011/08/retail-price-of-solar-panels.html | Last price - $1.30. |
| http://brontecapital.blogspot.com/2011/09/solar-panel-prices.html | 3:12 PM |
| http://brontecapital.blogspot.com/2011/09/models-for-greek-sovereign-default.html | Models for a Greek Sovereign Default |
| http://brontecapital.blogspot.com/2011/09/models-for-greek-sovereign-default.html | 8:34 PM |
| http://brontecapital.blogspot.com/2011/09/some-comments-on-ubs-rogue-trader.html | Some comments on the UBS Rogue Trader |
| http://brontecapital.blogspot.com/2011/09/some-comments-on-ubs-rogue-trader.html | 10:04 AM |
| http://brontecapital.blogspot.com/2011/09/welcome-to-day-traders-anonymous-french.html | Welcome to day-traders anonymous (French Bank edition) |
| http://brontecapital.blogspot.com/2010/06/emporiki-greek-french-sideline-third.html | blogged about it once |
| http://brontecapital.blogspot.com/2011/09/welcome-to-day-traders-anonymous-french.html | 8:26 PM |
| http://brontecapital.blogspot.com/search?updated-max=2011-09-14T20%3A26%3A00%2B10%3A00&max-results=10 | Older Posts |
| http://brontecapital.blogspot.com/ | Home |
| http://brontecapital.blogspot.com/2011_10_01_archive.html | October |
| http://brontecapital.blogspot.com/2011_09_01_archive.html | September |
| http://brontecapital.blogspot.com/2011_08_01_archive.html | August |
| http://brontecapital.blogspot.com/2011_07_01_archive.html | July |
| http://brontecapital.blogspot.com/2011_06_01_archive.html | June |
| http://brontecapital.blogspot.com/2011_05_01_archive.html | May |
| http://brontecapital.blogspot.com/2011_04_01_archive.html | April |
| http://brontecapital.blogspot.com/2011_03_01_archive.html | March |
| http://brontecapital.blogspot.com/2011_02_01_archive.html | February |
| http://brontecapital.blogspot.com/2011_01_01_archive.html | January |
| http://brontecapital.blogspot.com/2010_12_01_archive.html | December |
| http://brontecapital.blogspot.com/2010_11_01_archive.html | November |
| http://brontecapital.blogspot.com/2010_10_01_archive.html | October |
| http://brontecapital.blogspot.com/2010_09_01_archive.html | September |
| http://brontecapital.blogspot.com/2010_08_01_archive.html | August |
| http://brontecapital.blogspot.com/2010_07_01_archive.html | July |
| http://brontecapital.blogspot.com/2010_06_01_archive.html | June |
| http://brontecapital.blogspot.com/2010_05_01_archive.html | May |
| http://brontecapital.blogspot.com/2010_04_01_archive.html | April |
| http://brontecapital.blogspot.com/2010_03_01_archive.html | March |
| http://brontecapital.blogspot.com/2010_02_01_archive.html | February |
| http://brontecapital.blogspot.com/2010_01_01_archive.html | January |
| http://brontecapital.blogspot.com/2009_12_01_archive.html | December |
| http://brontecapital.blogspot.com/2009_11_01_archive.html | November |
| http://brontecapital.blogspot.com/2009_10_01_archive.html | October |
| http://brontecapital.blogspot.com/2009_09_01_archive.html | September |
| http://brontecapital.blogspot.com/2009_08_01_archive.html | August |
| http://brontecapital.blogspot.com/2009_07_01_archive.html | July |
| http://brontecapital.blogspot.com/2009_06_01_archive.html | June |
| http://brontecapital.blogspot.com/2009_05_01_archive.html | May |
| http://brontecapital.blogspot.com/2009_04_01_archive.html | April |
| http://brontecapital.blogspot.com/2009_03_01_archive.html | March |
| http://brontecapital.blogspot.com/2009_02_01_archive.html | February |
| http://brontecapital.blogspot.com/2009_01_01_archive.html | January |
| http://brontecapital.blogspot.com/2008_12_01_archive.html | December |
| http://brontecapital.blogspot.com/2008_11_01_archive.html | November |
| http://brontecapital.blogspot.com/2008_10_01_archive.html | October |
| http://brontecapital.blogspot.com/2008_09_01_archive.html | September |
| http://brontecapital.blogspot.com/2008_08_01_archive.html | August |
| http://brontecapital.blogspot.com/2008_07_01_archive.html | July |
| http://brontecapital.blogspot.com/2008_06_01_archive.html | June |
| http://brontecapital.blogspot.com/2008_05_01_archive.html | May |
| http://brontecapital.blogspot.com/ | Bronte Capital |
external links
| address | anchor text |
|---|---|
| http://jeffmatthewsisnotmakingthisup.blogspot.com/ | fabulous blog |
| http://www.amazon.com/Secrets-Plain-Sight-Investing-ebook/dp/B004X6ZEOO/ref=sr_1_1?ie=UTF8&m=AG56TWVU5XWC2&s=books&qid=1306586087&sr=1-1 | excellent book on Warren Buffett |
| http://twitter.com/#%21/JeffreyMatthews | here |
| http://twitter.com/#%21/JeffreyMatthews | JeffreyMatthews |
| http://occupywallst.org/ | Occupy Wall Street |
| http://en.wikipedia.org/wiki/Glass%E2%80%93Steagall_Act | Glass Steagell |
| http://1.bp.blogspot.com/-eZsaM3yrLiU/TpJjPr5U5qI/AAAAAAAADAE/tzvGRfOlcTo/s1600/IMAG0034.jpg | img |
| http://4.bp.blogspot.com/-TAKobNkeHgo/TpJjiHEuL2I/AAAAAAAADAI/jAc_bA79rT0/s1600/IMAG0037.jpg | img |
| http://en.wikipedia.org/wiki/Citizens_United_v._Federal_Election_Commission | Citizens United Judgement |
| http://4.bp.blogspot.com/-RmJ3BnsJne8/TpJm1yXP8sI/AAAAAAAADAM/EZU-PUtczO8/s1600/IMAG0048.jpg | img |
| http://3.bp.blogspot.com/-ynSAFdT2Jhc/TpJwwBulqoI/AAAAAAAADAQ/aL9EIKK6nH0/s1600/IMAG0049.jpg | img |
| http://www.westfield.com.au/bondijunction | the mega-mall below |
| http://www.chanel.com/en_US/fragrance-beauty/Fragrance-Les-Exclusifs-de-CHANEL-GARD%C3%89NIA-PARFUM-120504 | Chanel Gardenia |
| http://www.davidjones.com.au/ | DJs |
| http://www.myer.com.au/ | Myer |
| http://3.bp.blogspot.com/-eEBMSNfe0RI/ToQB1sem3gI/AAAAAAAAC-0/VMEREZ0uhuI/s1600/Chanel_Gardenia.jpg | img |
| http://en.wikipedia.org/wiki/Citral | Citral |
| http://en.wikipedia.org/wiki/Geraniol | geraniol |
| http://www.alibaba.com/trade/search?SearchText=citral&Country=&IndexArea=product_en&fsb=y | lots of suppliers on Alibaba |
| http://www.givaudan.com/ | Givaudan |
| http://en.wikipedia.org/wiki/Linalool | according to Wikipedia |
| http://www.alibaba.com/product-gs/489885395/High_Quality_LINALOOL_KOSHER_HALAL_ISO.html?s=p | here |
| http://www.google.com/search?gcx=w&ix=c2&sourceid=chrome&ie=UTF-8&q=site%3Agivaudan.com#sclient=psy-ab&hl=en&safe=active&source=hp&q=%2Bsite:givaudan.com&pbx=1&oq=%2Bsite:givaudan.com&aq=f&aqi=&aql=&gs_sm=e&gs_upl=18291l18291l0l18920l2l2l0l0l0l0l758l1266l5-1.1l2l0&bav=on.2,or.r_gc.r_pw.r_cp.&fp=afd896c0bb608125&biw=1440&bih=790 | Google count |
| http://3.bp.blogspot.com/-3GslL1LI5PA/ToQTOKg_iVI/AAAAAAAAC-4/Vg30zt6gahE/s1600/givaudan_income_statement.png | img |
| http://www.iff.com/ | International Flavors and Fragrances |
| http://www.amazon.com/Uncommon-Profits-Writings-Investment-Classics/dp/0471445509 | Common Stocks and Uncommon Profits |
| http://finance.yahoo.com/q/bc?s=IFF+Basic+Chart&t=my | it is still not a bad one |
| http://www.hbglobal.com/en/index.htm | Huabao |
| http://www.google.com/search?gcx=w&ix=c2&sourceid=chrome&ie=UTF-8&q=site%3Ahbglobal.com+ | Counted pages on the site |
| http://1.bp.blogspot.com/-eqAeG6_RZCQ/ToQVwpVYsYI/AAAAAAAAC-8/IlWlaMi7OJg/s1600/huabao_profit_and_loss.png | img |
| http://hbglobal.com/ | HBGlobal.com |
| http://2.bp.blogspot.com/-PoE5TBQFAao/ToRXHACUVCI/AAAAAAAAC_E/OpsICT1-38g/s1600/hbglobaldotcom.png | img |
| http://www.google.com/search?gcx=w&ix=c2&sourceid=chrome&ie=UTF-8&q=%2Bhuabao+%2Bcitral | +Huabao. +citral |
| http://www.hkentry.com/ws/wsupplier/?keyword=&cate=C1&paths2=C114&paths3=C11409&paths4=&psn=SUPPLIERSSC11409&cPageNo=28&cPageRecno=20&cFirstPage=21&cLang=ALL&cCountry=ALL&cBusiness=ALL&cMarket=ALL | one of literally 40 pages of suppliers |
| http://www.hkentry.com/companies/temp4/aboutus.aspx?cid=C112424491 | Here |
| http://ccne.mofcom.gov.cn/1063573/p4623568.html | a sweetener 8000 times as sweet as sugar |
| http://en.wikipedia.org/wiki/Sugar_substitute | saccharine is usually thought to 300-500 times as sweet as sugar |
| http://icanhasscience.com/chemistry/the-chemistry-of-sweet/ | here |
| http://vimeo.com/groups/1169/videos/26343407 | PURE BRONTE |
| http://vimeo.com/marcus22 | Marcus O'Brien |
| http://vimeo.com/ | Vimeo |
| http://finance.yahoo.com/q?s=DFS | NYSE:DFS |
| http://portalespartners.com/ | Portales Partners |
| http://2.bp.blogspot.com/-NiAzzYyb88Q/ToXmkkiOmdI/AAAAAAAAC_Q/Mb-ECpdX5v4/s1600/dfs_delinquency.png | img |
| http://4.bp.blogspot.com/-OlYyGeT__bA/ToXmx67ZqzI/AAAAAAAAC_U/QQ6v-xtJNYE/s1600/dfs_chargeoff.png | img |
| http://4.bp.blogspot.com/-YBlGYj134-0/ToXnRbrOeaI/AAAAAAAAC_Y/u1Il2rEmguA/s1600/dfs_recovery.png | img |
| http://www.youtube.com/watch?v=8fvTxv46ano | All your base are belong to us. |
| http://www.youtube.com/watch?v=ExWfh6sGyso | After all what have the Germans ever done for me! |
| http://blogs.wsj.com/marketbeat/2011/09/15/what-do-you-call-a-rogue-trader-who-makes-2-billion-a-managing-director/?mod=wsj_share_twitter | best gag |
| http://www.rollingstone.com/politics/blogs/taibblog/the-2-billion-ubs-incident-rogue-trader-my-ass-20110915 | argued |
| http://kiddynamitesworld.com/i-strenuously-disagree-with-ubs-ceo-oswald-gruebel/ | Kid Dynamite |
| http://www.chicagotribune.com/business/sns-ap-eu-ubs-trading-scandal,0,288989.story | Chicago Tribune |
| http://macro-man.blogspot.com/2011/09/what-tmm-have-learnt-this-week.html | simple but clearly correct observation |
| http://finance.yahoo.com/q?s=ACA.PA | Credit Agricole |
| http://www.feedburner.com | FeedBurner |
| http://art-bin.com/art/omodest.html | here |
| http://www.blogger.com/profile/03766274392122783128 | View my complete profile |
| http://www.onlineuniversities-weblog.com/50226711/100-best-blogs-for-econ-students.php | 100 Good economics blogs usefully put in one place |
| http://alephblog.com/ | Aleph Blog: to remind you that discipline in this business is both dull and profitable |
| http://clausvistesen.squarespace.com/ | Alpha Sources: the macro-economics site of the young uber-nerd (Claus Vistesen) |
| http://blogs.discovermagazine.com/badastronomy/ | Bad Astronomy blog - because markets are not the only place you find irrationality |
| http://delong.typepad.com/ | Brad DeLong - sometimes right, sometimes wrong, always liberal... |
| http://nihoncassandra.blogspot.com/ | Cassandra does Tokyo and lots of other things |
| http://blogs.reuters.com/felix-salmon/ | Felix Salmon: I have no idea how he keeps the quantity and quality this high |
| http://fistfulofeuros.net/ | Fistful of Euros: another macroeconomics blog from the continent with the most interesting macroeconomics |
| http://garyweiss.blogspot.com/ | Gary Weiss: because any journo who spends that much time chasing scumbags really is an ornament to our society... |
| http://ibexsalad.blogspot.com/ | Ibex Salad: Spanish stocks and Olive Oil |
| http://www.interfluidity.com/ | Interfluidity: An impossibly clever and well written blog - one of my favourites |
| http://jeffmatthewsisnotmakingthisup.blogspot.com/ | Jeff Matthews: Not Making This Up - this is one of the all time greats and was my inspiration for starting this blog |
| http://krugman.blogs.nytimes.com/ | Paul Krugman: because he is so darn smart |
| http://rortybomb.wordpress.com/ | Rortybomb - a blog I love to disagree with... |
| http://www.santangelsreview.com/ | Santangel's Review: neat interviews with value investors and other things |
| http://www.investorschronicle.co.uk/community/home/ | The Chronic Investor: A UK link I am starting to read |
| http://gonzogoes.blogspot.com/ | The Gonzo Goes - a really good idea for what you could be doing when you were not punting financial markets |
| http://www.deluxetemplates.net/ | |
| http://www.deluxetemplates.net/ | |
| http://www.mzwriter.net/ |