Bronte Capital

This is a post aimed squarely at my hedge fund manager readers who regularly ask me what to short in Australia. The most obvious target (in ...

We have been short Sears Holdings, publicly , albeit in small quantity. Being summer in Australia I did not even look at the market for the ...

Well the Euro fix is in. Whether it works - that is another question. But the fix is this: European banks can borrow unlimited amounts for t...

This post is a short apology. Somehow yesterday a post I part-wrote in September - left in draft and never finished - got circulated to my e...

Guidance from Trina and other solar manufacturers was for a wholesale  price to be above $1 per watt. So I got this email from my local su...

Chinese solar makers are facing a countervailing tariff case essentially arguing that the Chinese Government (through state controlled bank...

Sino Forest had a simple enough business model. It held forest and then sold the standing trees to Authorized Intermediaries. AIs (and parti...

Muddy Waters Research (of Sino Forest fame) published a negative piece on Focus Media  (the American listed stock of a real Chinese outdoor ...

I am reading Jason Manolopoulos's  Greece's Odious Debt - an accessible successor to Mark Mazower  - and one that reminds you that ...

I sometimes joke that straight accounts like virginity refer to one state only - whereas financial crime - as does sin - refers to a multitu...