Bronte Capital
The sometimes eccentric views of John Hempton
Sunday, February 28, 2010
In which Paul Krugman proves he is an academic snob who argues from his prejudice rather than the data
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Felix Salmon has a lovely post where he picks apart the news values of the Wall Street Journal – including picking apart differences betwee...
32 comments:
Tuesday, February 23, 2010
Submission to the Cooper Review of Superannuation
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I have written a submission to the Cooper Review of Superannuation (that is privatized social security) in Australia. You can find it he...
10 comments:
Monday, February 22, 2010
Weekend edition: an old Astarra marketing leaflet – and some comment on Astarra’s very peculiar asset base
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The Astarra funds were amongst the top performing sold retail in Australia. According to the advert below it is because of market timing....
3 comments:
Friday, February 19, 2010
Surprise: Peter Johnston still has not taken my bet…
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Nobody has taken my bet . But another fund manager across town is offering a derivative bet (in smaller denomination) that nobody will. A...
20 comments:
Thursday, February 18, 2010
My proposed bet with Peter Johnston from the Association of Independently Owned Financial Planners: an Astarra follow up
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The Association of Independently Owned Financial Planners is a rival to Financial Planning Australia as an umbrella group for financial pl...
17 comments:
Wednesday, February 10, 2010
The final failure of the Meiji right-wing ideology … Japan fades into the future with a walking stick…
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This blog does not usually play war with other bloggers – but something in Ampontan’s criticism of me has got my goat. So if you do not wa...
38 comments:
Tuesday, February 9, 2010
A Morphology of the Sin of Bad Lending
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Grace – it is said – refers to a Single State only – whereas Sin refers to a multitude. Good Lending – like a State of Grace – is hard to m...
8 comments:
Saturday, February 6, 2010
Globalizing the Australian Intergenerational Report – thinking about long term sovereign solvency in Australia, the US, New Zealand, Japan and China
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In the financial crisis governments seemingly regularly guaranteed their banks to stop their banks from collapse. This worked in preventing ...
42 comments:
Friday, January 22, 2010
What is proprietary trading?
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Somewhere in the debate about prohibiting proprietary trading in certain banks we will need a decent understanding of what proprietary tradi...
22 comments:
Wednesday, January 20, 2010
The sweetest usurious bastards
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A long while ago I did some work on Rent-A-Center – a company in the difficult and arguably immoral business of “rent-to-buy”. Rent-to-buy...
23 comments:
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