Bronte Capital

Don’t read this series if you expect clear tradeable answers. I don’t have them (yet?) and really this is just the beginning of another ...

My cousin got the movie star looks and the saxophone. I got the penchant for reading accounts of banks. I think he got the better deal! I ...

I wrote here about what seemed to be the irrationally wide spread on Fannie and Freddie debt. We are after the Paulson plan. The US Gover...

The most read post ever on this blog was " Hookers that cost too much, flash German cars and insolvent banks ". In it I predicted ...

I haven't written much on UK banking - an article about Barclays , one on Alliance and Leicester and one on Northern Rock . But I got q...

Fannie Mae conducted one of its regular "benchmark note" auctions today. Here is the relatively non-descript Reuters report. The...

As explained in the “ modelling post ” there is very good reason why you cannot sensibly estimate prime mortgage losses. They are getting ...

I was somebody who believed in 2006 that most the risks were outside the US banking system. I knew very risky loans were being made - but m...

Along with those other scaremongers at the IMF who essentially repeated the story yesterday... See this story about the IMF warning Swedban...

The origin of this post came about because of a blog post about Freddie Mac being “profoundly insolvent”. Infectious Greed thought it t...