Bronte Capital

This post is motivated by my local dead-tree (the Sydney Morning Herald) wasting good column-inches on Kriangsak Kittichaisaree – the Thai...

Japanese bonds – yielding close enough to zero – have been a fantastic investment for about twenty years.  After all seven year JGBs were ...

Such is the life of a short-seller.  The biggest short in our fund (First Solar) came out last night (Australian time) and – again to use th...

This is a post driven by Krugman’s many debates on  bank profitability.  In particular, a post from Krugman – about why banks are suddenly ...

Bess Levin is truly wonderful : Apparently Goldman didn’t just hurt its clients, it hurt everyone in the world. Take a moment right now...

Here is an email exchange between government officials leading up to the confiscation of Washington Mutual – courtesy Deal Breaker .   ...

One of the biggest benefits I get from writing this blog is that sometimes some very smart people disagree with me. In the investing busine...

There is – at the New York Times – a spat between Paul Krugman and Ross Sorkin over whether Krugman was ever in favor of wholesale bank nati...

(The following is an extract from Bronte Capital’s client letter . I thought it deserved wider circulation. It also provides grist to Feli...

Jim the Realtor is a fabulous feed on the Southern Californian residential (and small-scale commercial) real estate market – its directions...