Bronte Capital

Oh no! Zion sent their Lawyers to get us. It's like being flogged with Jericho lettuce ! The Feral Fundamentalists have C...

There have been a few broker notes out suggesting that the GSE preferred stock is going to zero.  The preferred stock itself has been dreadf...

The parable of the evolution of private banking comes about with a story about a goldsmith.  The goldsmith has the strongest safe in town – ...

After considerable exchange with Zion's lawyers I have amended this post. The well is "probably" dry. For an explanation see...

Whether the Spanish banks are hiding their losses is a major debate going on in the blogosphere and has been detailed at length in  the Fina...

The day the swine flu story broke in the global press I wrote up for the blog a possible influenza hedge.  It was a stock I thought would m...

Mary Schapiro has not got great press amongst financial bloggers – however this time she beat me to the punch. Emergent Health Corp was a...

I knew I was stepping into heavily political ground when I wrote my impressions piece about Australian semi-socialised medicine .  Most resp...

Long before Paul Krugman elevated the central schism in macroeconomics to the front page I wrote about it on this blog. My old post is re...

Fannie Mae and Freddie Mac take credit risk and interest rate risk. They take credit risk primarily by guaranteeing mortgages. They take...