Money and Finance
- Kyle Bass: The Looming Crises In Asia
Link to: Kyle Bass: The Looming Crises in Asia For the last several years, nobody has been more outspokenly bearish on Japan than Kyle Bass. In a recent talk, Bass reiterated his doubts about Japan’s chances of averting a debt crisis. What’s...
- Kyle Bass Tells Beacon Reports Its ‘checkmate’ For Japan
Thanks to Will for passing these along. Link to: Kyle Bass on it being Checkmate for Japan Link to: Kyle Bass's Investment Advice For Residents (and Non-Residents) of Japan ...
- Kyle Bass On Bloomberg (video)
April 9 (Bloomberg) -- J. Kyle Bass, head of Dallas-based hedge fund Hayman Advisors LP, talks about the outlook for Japanese government bonds, gold, and the U.S. housing market. Bass, speaking with Erik Schatzker and Stephhanie Ruhle on Bloomberg Television's...
- Hayman Capital Letter: The Hidden Bank Run Across Europe - By Kyle Bass
Found via Zero Hedge. Link to: The Hidden Bank Run Across Europe - By Kyle Bass ....................Related previous posts:Kyle Bass on CNBCKyle Bass on BNNKyle Bass at AmeriCatalyst 2011A Conversation with Kyle Bass (September 2010)Hayman Capital Letter:...
- Global Debt Bomb
Kyle Bass has bet the house against Japan--his own house, that is. The Dallas, Texas hedge fund manager (no relation to the famous Bass family of Fort Worth) is so convinced the Japanese government's profligate spending will drive the nation to the...
Money and Finance
Kyle Bass bets on full-blown Japan crisis
Kyle Bass hopes he is wrong, and so may everyone else, as the danger predicted by the founder of Dallas-based Hayman Capital is nothing less than a full blown financial crisis in the world’s third-largest economy, Japan.
While the hedge-fund trade of the year has been to short the yen and buy Japanese stocks placed for an export boom, Mr Bass sees in “Abenomics” – stimulus from Japan’s new prime minister Shinzo Abe – signs of stress that he has been predicting for three years.
The length of that call might see him labelled as just another bear pushing a tired case. Shorting Japanese bonds has been the “widow-maker” trade for a decade: as interest rates moved ever lower it destroyed investors betting on a rise.
Mr Bass, though, predicts more than higher yields: “They will have a bond crisis in the next couple of years. A bond crisis doesn’t mean spread widening. It means they lose control of rates and their currency.”
- Kyle Bass: The Looming Crises In Asia
Link to: Kyle Bass: The Looming Crises in Asia For the last several years, nobody has been more outspokenly bearish on Japan than Kyle Bass. In a recent talk, Bass reiterated his doubts about Japan’s chances of averting a debt crisis. What’s...
- Kyle Bass Tells Beacon Reports Its ‘checkmate’ For Japan
Thanks to Will for passing these along. Link to: Kyle Bass on it being Checkmate for Japan Link to: Kyle Bass's Investment Advice For Residents (and Non-Residents) of Japan ...
- Kyle Bass On Bloomberg (video)
April 9 (Bloomberg) -- J. Kyle Bass, head of Dallas-based hedge fund Hayman Advisors LP, talks about the outlook for Japanese government bonds, gold, and the U.S. housing market. Bass, speaking with Erik Schatzker and Stephhanie Ruhle on Bloomberg Television's...
- Hayman Capital Letter: The Hidden Bank Run Across Europe - By Kyle Bass
Found via Zero Hedge. Link to: The Hidden Bank Run Across Europe - By Kyle Bass ....................Related previous posts:Kyle Bass on CNBCKyle Bass on BNNKyle Bass at AmeriCatalyst 2011A Conversation with Kyle Bass (September 2010)Hayman Capital Letter:...
- Global Debt Bomb
Kyle Bass has bet the house against Japan--his own house, that is. The Dallas, Texas hedge fund manager (no relation to the famous Bass family of Fort Worth) is so convinced the Japanese government's profligate spending will drive the nation to the...