Bronte Capital

I broke my collarbone in a bicycle crash. Fannie and Freddie series to be continued…

I used to look at awed wonder at the insanity of Icelandic banks – but I never heard of this advert (for Kaupthing Bank ) until after the co...

In Part VII I did an “idiot check” on my credit loss numbers. They appear pretty robust. This post does an idiot check on the pre-tax, pre-...

In Part VI of this series I came to the (non-consensus) conclusion that both Fannie and Freddie were long-term solvent and that the cost to...

I write a financial blog which is republished on the largely political Talking Points Memo.  I thought I better write something for both my ...

This is the money post. I put Parts I , II , III , IV and V together to come to the surprising conclusion that both Fannie and Freddie sur...