Money and Finance
- Links
This looks like a great event if you're in NYC on November 11th: Berkshire Hathaway 50th Anniversary Symposium [H/T @CunninghamProf] (LINK) Creating an ideal environment for optimal investment decision making (LINK) THE NOT TO DO LIST (LINK)...
- Jim Chanos On Cnbc
Link to videos: Chanos: China 'great place to be short' Chanos' Best Idea: Why I'm Short Caterpillar Jim Chano's best short idea: CAT & HPQ (fuller version of his talk, starting at 9:45) ...
- Short-seller Chanos: Moody's, S&p Wrong On China
(Reuters) - Hedge fund manager James Chanos, who has been a long-time skeptic on the Chinese growth story, is sticking with his gloomy view of ratings agencies Moody's Corp (MCO.N) and Standard and Poor's, saying their rosy outlook on China's...
- James Chanos To Present At The 7th Annual New York Value Investing Congress
James S. Chanos, President and Founder of Kynikos Associates - the largest investment firm devoted exclusively to short selling - has agreed to speak at the 7th Annual New York Value Investing Congress. Throughout his career, he has anticipated many corporate...
- Contrarian Investor Sees Economic Crash In China
James S. Chanos built one of the largest fortunes on Wall Street by foreseeing the collapse of Enron and other highflying companies whose stories were too good to be true. Now Mr. Chanos, a wealthy hedge fund investor, is working to bust the myth of the...
Money and Finance
Hedge Fund Manager James Chanos on His Big Short Position in China
Excerpt from the book The Alpha Masters (the Ray Dalio chapter of that book is also available HERE).
"We certainly weren't the first on this idea," Chanos tells me at his offices in April of 2011 about the biggest short position of his life: The People's Republic of China. Chanos first spoke publicly about his grand stake in China over a year and a half ago on CNBC's Squawk Box in December 2009. "Right now, we're as bearish on China as we've ever been," he says. He followed that with a presentation at St. Hilda's College, Oxford in January 2010, "The China Syndrome: Warning signs ahead for the global economy."
- Links
This looks like a great event if you're in NYC on November 11th: Berkshire Hathaway 50th Anniversary Symposium [H/T @CunninghamProf] (LINK) Creating an ideal environment for optimal investment decision making (LINK) THE NOT TO DO LIST (LINK)...
- Jim Chanos On Cnbc
Link to videos: Chanos: China 'great place to be short' Chanos' Best Idea: Why I'm Short Caterpillar Jim Chano's best short idea: CAT & HPQ (fuller version of his talk, starting at 9:45) ...
- Short-seller Chanos: Moody's, S&p Wrong On China
(Reuters) - Hedge fund manager James Chanos, who has been a long-time skeptic on the Chinese growth story, is sticking with his gloomy view of ratings agencies Moody's Corp (MCO.N) and Standard and Poor's, saying their rosy outlook on China's...
- James Chanos To Present At The 7th Annual New York Value Investing Congress
James S. Chanos, President and Founder of Kynikos Associates - the largest investment firm devoted exclusively to short selling - has agreed to speak at the 7th Annual New York Value Investing Congress. Throughout his career, he has anticipated many corporate...
- Contrarian Investor Sees Economic Crash In China
James S. Chanos built one of the largest fortunes on Wall Street by foreseeing the collapse of Enron and other highflying companies whose stories were too good to be true. Now Mr. Chanos, a wealthy hedge fund investor, is working to bust the myth of the...