Sitemap - 2010 - John Hempton's Newsletter

Looming excess capacity in getting you smashed and Chinese statistics

Fish and chips in Kiama

Shawn Richard of Astarra enters a guilty plea

Laundry lessons - a first follow up

Lessons in my laundry - part 1

Hell is empty: A review of Bethany McLean and Joe Nocera on the financial crisis

Karratha property boom

Australian bubble pornography

Travelling through time with the Universal Travel Group

Questions for the Universal Travel Group conference call

Mr Bean declares the European debt crisis over

Further down the rabbit hole with Universal Travel Group: related party transactions edition

Gratuitous advert time... go see the Nick Hempton band

A123 – or how to lose money on YouTube…

The internet travel company that sells far more tickets than it has page views: another trip down the rabbit hole with Universal Travel Group

Universal Travel Group’s cash balances: is there any way of testing whether the $43 million is really there?

Universal Travel Group – another video log

Follow up on the Universal Travel Group post

Travelling through China with the Universal Travel Group: fly from Beijing to Yichang – pick up your tickets at Shenzhen airport!

Microsoft laid bare

Bank capital ratios and standing on tippy-toes

Gold price and bond price - a comment on the efficient market hypothesis

A deregulation conundrum

Virtualization - one more benefit - and one more Hewlett Packard problem

3Par - your blogger needs a brain transplant

A guide to the Australian election for non-Australians

Dell and virtualization

Astarra weekend edition: some of my best friends are architects

Microsoft – an accounting geek’s summarizes his purpose and lessons

Follow up on the “geek post”

A fund manager experiments in geek...

Some rare links

California Dreaming: requesting comments from Wachovia customers

Already a short follow up on Tarrants and Astarra

Astarra and the financial planners – Ross Tarrant tells us how his business survived the financial crisis without shedding a job

Part VI in the Ed Hugh series – Emporiki decides not to compete on deposits

Turning Japanese? Comments on the latest bank results

Bank of America comes clean – well sort of …

Don't waste a good spy exchange

The Confidence Game: a commentary on the Ackman-MBIA book

Astarra weekend edition: Lockhart Road

Sonray Capital – another Australian broker failure

Normal adjustment mechanisms – part five in the Edward Hugh tribute series…

Weekend edition: he is not sick he is fully sick sick

Stress tests and sovereign solvency – part IV in the Edward Hugh tribute series

Digital rights management and international travel – a reason not to buy a Kindle – but maybe a reason to buy Amazon stock…

Emporiki – a Greek-French sideline – the third post in my Edward Hugh tribute series

National Bank of Greece: part 2 in the Edward Hugh series

In honor of Edward Hugh – Part 1

The Fannie Mae and Freddie Mac reform proposal from Goldman Sachs

Nigerian spam email of the week

Weekend edition: In the tradition of Yves Smith’s – antidote du jour

What is it with Carlo Civelli and George Soros?

People like me in Thailand

From the perspective of the Japanese household

First Solar – a follow-up post the result

The arithmetic of bank solvency – part 1

Quote of the day: Bess Levin on the Goldman hearings…

Was Sheila Bair reckless and irresponsible? I report – you decide

Kick-back on First Solar

My bit part in the Krugman-Sorkin debate

Why I am short First Solar

A Jim-the-Realtor video

Repo 105’s antecedents: Ken Lewis

My tipper on Astarra

Barclays: do you employ these psychopaths?

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

Warren Buffett on Obama’s health reforms

In which Paul Krugman proves he is an academic snob who argues from his prejudice rather than the data

Submission to the Cooper Review of Superannuation

Weekend edition: an old Astarra marketing leaflet – and some comment on Astarra’s very peculiar asset base

Surprise: Peter Johnston still has not taken my bet…

My proposed bet with Peter Johnston from the Association of Independently Owned Financial Planners: an Astarra follow up

The final failure of the Meiji right-wing ideology … Japan fades into the future with a walking stick…

A Morphology of the Sin of Bad Lending

Globalizing the Australian Intergenerational Report – thinking about long term sovereign solvency in Australia, the US, New Zealand, Japan and China

What is proprietary trading?

The sweetest usurious bastards

Market (and taxpayer) sensitive redaction

Astarra: Don't blame the regulator

A dark privatised social security story: Astarra, the missing money and how examining a fund manager owned by Joe Biden’s family led to substantial regulatory action in Australia