Bronte Capital

The sometimes eccentric views of John Hempton

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:
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:
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