Bronte Capital

I once lost money shorting Japanese Government Bonds (JGBs). It was a funny sort of trade – because I am normally allergic to leverage – but...

I remember once having a very serious look at a particular (non-US) mortgage lending operation owned by Citigroup. I came from a banking cul...

This is strange – but anyone that thinks that markets necessarily get the right outcome is just plain wrong. There is consensus amongst my r...

Warning: non stock post - just my usual diatribe against people who argue from falsehoods...    I have always admired the Alan Sokal hoax . ...

We are in the process of setting up a small fund.  I don’t want to use the word “hedge fund” because we really will take positions rather th...

This blog was early on giving a public cry on the Latvian economy.  I have the Latvian crisis to thank for a lot of my readership – it was a...

The numbers are larger than at Bramdean – the lie is the same: Intensive due diligence is vital to ensuring the integrity and sustainability...

In my last post on Bramdean Asset Management (Nicola Horlick’s business) I suggested to Ms Horlick that she should make a statement to the ...

I know my post on New World Capital Managment has nothing compared to recent frauds. But the failure to prosecute reaffirms my doubt in th...

The Dreier law firm closed down awful fast.  Its website is still up and there is no news on it about the firm’s liquidation.  If you ring ...