Bronte Capital

This blog is reprinted on Talking Point Memo. In that format the post is unreadable unless you click the permalink. The tables are too wid...

I just received and filled out a customer satisfaction survey from the Securities Exchange Commission.  Its prompted me to take some time of...

In the previous post I showed you what had caused the big losses at Fannie and Freddie to date.  In short it was mark-to-market securities (...

Advance apology – this is the most complicated post in the entire series… I promise if you persevere through this post you will find the res...

This will be the first on a series of posts about Fannie Mae and Freddie Mac. I expect my conclusions to be controversial. One reason I have...

Paul Krugman has been predicting a double-dip recession based on an inventory bounce. He figures that middle to latter part of this year w...

Tyler Durden of Zero Hedge has responded to this blog post - and his comments - which I should fairly highlight - are reported at the end. O...