Bronte Capital

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 ...

"Here in my hand is a list of 205 communists in the blogosphere and the mainstream media." Well – no actually – but I have a lon...

I am an outsider (an Australian) who keenly observes the ways of American CEOs.  As a group they have not covered themselves with glory – fa...

It surprises me how few people followed up the logic from my Japan and Korean banking collapse post .  Japan and Korea had very similar indu...

Economics may be a “science” but it lacks controlled experiments.   Especially in macroeconomics you can’t repeat an experiment with one var...

Today the news is all about green shoots becoming brown shoots.  A couple of (entirely predictable) bad bits of data and the stock market g...

There is a article about me and about the Bronte Capital blog in the Sydney Morning Herald today. It mentions that I diagnosed the economic...

 Gaius Marius of the (usually lower case) “ decline and fall ” blog left the following comment on my 77 Bank note.    But American banks a...

I purchased preferred shares in Washington Mutual when it was in distress and lost money when it was confiscated by Sheila Bair.  I have arg...

I play in bank stocks.  Christopher Flowers is a name I see again and again. He is a private equity guy - and he buys banks.  Big banks.  Lo...