Sitemap - 2011 - John Hempton's Newsletter
The forthcoming irrelevance of the Australian consumer electronics retailers
Sears Holdings liquidation sale
Future Joseph Jett traders get a Christmas card from Mario Draghi
Solar panel prices continue to fall
The extent of Chinese solar subsidies and their implications
The Sino Forest Independent Committee Report - Part 3.
Sometimes I am glad I host this blog at Google (Muddy Waters edition)
Oversimplification and financial crime (Felix Salmon edition)
The Sino Forest Independent Committee Report - part 2
The Sino Forest Independent Committee Report part 1.
Buy Ben Bernanke a marijuana pipe and an Hawaiian shirt
Trina Solar updates guidance (part 2)
Trina updates guidance (part 1)
Andy Borowitz and the buy case for Bank of America
Weekend edition: Firing Rosa Parks for not giving up her seat on the bus
Shorting - early can be wrong: First Solar edition
Thinking about the Abacus sign
Huabao: derivative transactions and disclosure
Huabao and the Queen of Cashout
Going one up on Jeff Matthews with Chaoda Modern Agriculture
Anarchists for good government
Happenings in Little Italy: nurses and litigation risk
Models for a Greek Sovereign Default
Some comments on the UBS Rogue Trader
Welcome to day-traders anonymous (French Bank edition)
Electronic fax? Really. Doing the time-warp with J2Global.com
Repost: My old notes on Northern Rock
Risk management and sounding crazy
The retail price of solar panels
Weekend edition: Hempton vs the Hurricane in a blow-off launch of "The Business"
Bank of America: some comment on the Buffett deal
Bank of America: time everyone took a long cold shower and sobered up
Trina Solar conference call notes
Trina Solar's very understanding banks...
Software eats part of the world
The SEC should do a secondary suspension of Longtop Financial Technology
Trina Solar and the meaning of "strategic partnership"
Radio National program on failures of the audit profession
Google and proprietary formats
Trina Solar: Somebody got lucky, but it was an accident
Are prospective expenditure matching funds in Trina Solar's debt covenants?
So that makes it alright then...
Wage inflation in Australia (POST NOW WITHDRAWN)
Google Plus thinks I am a social climber...
Apartment shopping in Hong Kong
Hollysys - a blog post inspired by the railway crash
Competition and managing money
Today a single link about China (and Apple)
When you talk to a journalist off the record how safe are you?
Why Meridith Whitney's concerns do not matter
China frauds: In (partial) defense of the auditors
Helping Charles Li find the weeds in his Hong Kong garden
Sino Forest: some ancient history
Sino Forests and a puzzle for media analysts
Who owns ashwoodresources.com? Light and mystery...
Reminding Peter Johnston what he once thought about Astarra
Muddy Waters: the finest take on a Chinese fraud yet
Who is Ashwood Resources? And who owns ashwoodresources.com?
Those clever people at China Fire and Security and Bain
Guns, lobbyists, poachers and owl hunters: Northern and Voyager Oil and Gas weekend edition
Longtop Financial: lessons in the morphology of sin, loss of virginity and your 17 year old daughter
It's only a Northern Conference Call
The Steve Madden counter example
More comment on Longtop's capital efficiency
Longtop and the remarkable capital efficiency of the Chinese cloud
The scuttlebutt method of stock research
Gulf Resources: sometimes you only need to look at the accounts
Capital management in a Chinese software firm
Fatal Risk – the must-read book on AIG's failure
Universal Travel Group: auditor resigns edition.
Singapore-Australia stock exchange merger: reasons for the veto
China Media Express and a comment on the efficient market hypothesis
Northern Oil versus Brigham Exploration Company
When senior executive pay becomes parody: Transocean edition
Northern Oil's expanding share count
The guy in charge of purchasing acreage at Northern Oil
Northern Oil related party statements
The marvellous Wall Street capitalization machine: Northern Oil edition
Northern Oil and Gas – the source of the strange auditor
The Street Sweeper on Northern and Voyager: Part 2
Northern Oil and Gas: It's only a Northern Song
Starr Asia sues CCME and others
China Agritech: How should I reply to Kevin Theiss re China Agritech?
Weekend edition: Spoof of Brian Cox's Wonders of the Solar System
Danger danger: The Wall Street Journal has no idea on how to do hedge fund due diligence
What the demise of China Media Express says about the demise of Hank Greenberg and AIG
China Media Express: all will be revealed
The high frequency traders are just making it up
Audacious stock promoters or gungslinger day-traders
Weekend reading: Guadalcanal and Australian foreign policy
A small hedge fund manager’s lament
China Agritech: more miracles in the plant
China Agritech: China's amazing productivity levels
Guanxi vs Analyst: Carlyle and the coming collapse in Asian Private Equity
Family values in the emerging market ruling class
China Agritech: more photos - more detail
Flagrant breach of copyright by TeacherSoft
China Agritech. The "sniff test" and other questions for Anne Zheng and Carlyle
China Media Express: what disconcerted me when I read the accounts
The Microsoft-Google spat explained
China Media Express: The Wall Street Drama continues
Fred got laid off: it's on the foreclosure list now
What to do with Fannie and Freddie
Skepticism and wealthy investors
Swashbuckling versus risk: a comment on marketing small hedge funds