Semi-Retired Fund Manager
Contributor's Links: Bronte Capital Cooking With John

My name is John Hempton and I am a (semi) retired fund manager based in Sydney Australia. My key expertise is in banks and insurance companies though my investing interests extend widely.  I run the Bronte Capital Blog. The purpose of this blog is to explore ... more

ALL CONTRIBUTIONS

How Big Is This Crypto Boom?
Google Trends doesn't predict stock market rallies. Well, sometimes it does. More likely it is just coinciding with them, but let's take a look at some popular searches in relation to a certain cryptocurrency.
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How Big Is The Greensill Problem At Credit Suisse?
Famously Credit Suisse embraced the "One Bank" model on the basis that the private banking clients benefit from expertise over the whole bank. And at its best that is true.
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Delusion, Fraud And The Role Of The SEC - The General Electric Long-term Care Case
Some have argued that since Luckin Coffee paid a $180 million fine for faking $300 million in revenue, GE's behavior which lead to $24 billion in write-downs should have cost them nearly $15 billion, not $200 million. I disagree, here's why...
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Is The German Finance Minister Delusional?
Wirecard - a major German fraud - is unwinding as I write this. They have withdrawn several years of accounts and they wonder whether the business (their main profit generator) was conducted at all.
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Will The Market Lend $500 Million To A Canadian Reverse Merger With A Collapsed Stock?
China Gold International are cumulatively unprofitable reverse merger with over a billion USD in debt and a collapsed stock price. They are not repaying the money unless someone lends them another cool half billion.
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Thinking Aloud About Bank Margins - Part 2
If central bank policy is going to work the central bankers are going to need to learn from the banks that have maintained reasonable profitability in the face of negative rates.
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STOCKS I FOLLOW

FITB Fifth Third Bancorp
MBI MBIA Inc.
RBS The Royal Bank of Scotland Group plc
XLF Financial Select Sector SPDR

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PERSONAL BLOG

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Work Experience

CEO/Founder
Bronte Capital
2008 - Present (13 years 7 months)

John Hempton is the Chief Investment Officer / Founder of Bronte Capital.

Analyst
Platinum Asset Management Limited
January 2000 - April 2007 (7 years 5 months)

Education

University of Adelaide
Bachelor of Economics
/ 1991

Publications