Bronte Capital

A few years ago I travelled by local transport (mostly boats along the Mekong) from Saigon to Siem Riep. I traveled with my wife and my the...

I am back in Australia after my trip to the USA and I am taking a few days break. Its lunch time – and I have been reading the annual repor...

Just over a year ago I wrote a letter to regulators detailing a fraud at an Australian fund manager (Astarra/Trio Capital).  This was the Be...

The subject of income distribution is taboo in the USA.  On my blog readers noted a simple comparison of the price of laundry in London and ...

I am on a trip to the United States to raise money for my funds management business.  Its like an endless series of first dates.  If things ...

There are lots of books on the financial crisis and some are very good.  Bethany McLean and Joe Nocera have entered a crowded market - but t...

Sorry I have not been blogging for a while.  There are a few reasons.  Firstly I have been travelling to raise money for my funds management...

I was criticized by some for cherry-picking my houses in the last Australian property post.  I did not cherry pick houses – but chose ordina...

On September 29th Universal Travel Group held a conference call to discuss their business model. They took no questions on the phone but ins...

I have a lot of readers who ask me about the Australian bubble and when it will burst.  I am not the person to ask – I have been wrong for a...