Bronte Capital

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...

The last post – which was incredibly difficult to write – received remarkably little comment – and almost no feedback. So I am going to clo...

I run an investment business – and my blog is about investing.  Sometimes (quite often) investing requires that you have a dispassionate loo...

I am sorry for the couple of weeks delay in publishing the continuation of this series.  It was caused at least in part by my collarbone * a...