Bronte Capital

I was perusing the Post-Courier Online - a newspaper in Papua New Guinea. The cover story with picture is as follows: Neighbouring tribes ...

I get many emails asking for my opinion as to the Australian economy and the Australian banks in particular. That is not surprising because ...

I have been firmly in the “second derivative is good” camp for some time. Green shoots were few and far between – but the economy no longer...

I once – unfairly perhaps – questioned what passes as mainstream conservative thinking as anti-scientific. The real target was greenhouse...

Can the person who comments under the name BondInvestor please contact me through the email on the blog. Thanks in advance. John

This is a great read from Brad DeLong: A_Wall_Street_Fairy_Tale I think it is also wrong in a solvency sense but spot on in a liquidity sen...

This post has an ultra-wonkish warning. Unless you enjoy graduate macroeconomics (soemthing I have never formally done) then you will proba...

Brief synopsis: a misguided government policy driven by fraudsters in the stock market is making the market less efficient at a cost to taxp...

Nobody writes anything positive about either Fannie Mae or Freddie Mac (the GSEs) lately. However believing that credit should go where cr...

Warning - This post comes with my usual - I am not a lawyer - caveat.  I am not asking about the legal duties of lawyers in the US - rather ...