Bronte Capital

I can just see the argument. Congress is upset that good American taxpayer money is going to rebuild Germany . The conservative press ...

In early 2007 if the deal was there several large private equity firms could have teamed up and found 75 billion dollars. No problems ex...

AIG has good businesses and bad businesses. Nobody much thinks that the life insurance businesses are problematic. I don’t like life...

I can not. I figured almost everyone was in trouble - but in my wildest dreams it never went in this order: New Century, Dozens of other sub...

All my favourite blogs are in a rut this weekend. The finance blogs are all Lehman all the time. The political ones are all Sarah ...

At the end of an atrocious day I am going to be contrarian. The Frannie bailout is working. No – it can’t save Lehman. And compa...

One investor I respect was terribly surprised that the mortgage insurers fell on the Frannie bailout. In my “ Do you believe in magic ...

I was once short Fannie Mae understanding (well before their regulator) of the extent of the scam in their derivative accounting. I even ma...

There is plenty of analysis on the web – and I have read my regular blogs – so I thought I might do something different. Warning this ...

Warning: this post is speculative - we have no idea of the structure of the bailout - and I could completely misunderstand what is happein...