Bronte Capital

The sometimes eccentric views of John Hempton

Thursday, March 25, 2010

A Jim-the-Realtor video

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Jim the Realtor is a fabulous feed on the Southern Californian residential (and small-scale commercial) real estate market – its directions...
12 comments:
Saturday, March 20, 2010

Repo 105’s antecedents: Ken Lewis

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I agree with Felix Salmon that the former Lehman staffers who defend Repo 105 are psychopaths – certifiably insane.  They state (as if this...
31 comments:
Friday, March 19, 2010

My tipper on Astarra

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Tipping the authorities off about Astarra required – as I said – no special genius on my part.  I was tipped by a blog reader who noticed th...
3 comments:
Thursday, March 18, 2010

Barclays: do you employ these psychopaths?

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Felix Salmon directs us to a blog post in which former Lehman executives (possibly safely employed by Barclays) talk about the Valukas repor...
5 comments:
Thursday, March 4, 2010

A little follow up for people who want to reinterpret what Buffett said… oh – and a stock reason for looking at all of this…

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There are a few comments on the blog that annoy me.  One for instance is repeated below: A review of the transcript will show that Buff...
18 comments:
Wednesday, March 3, 2010

Warren Buffett on Obama’s health reforms

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Warren Buffett did one of his regular (extended) interviews with CNBC.  I think he appreciates the charm and attention from Becky Quick – ev...
20 comments:
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:
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