Money and Finance
Notes from Kyle Bass’ Presentation at the Great Investors' Best Ideas Investment Symposium
Via Market Folly.
Bass mentioned that 90% of what he owns is in bonds (he has a ton of RMBS/subprime exposure). He joked that he's constantly a contrarian since many other speakers at the event expressed disdain for bonds (though to be fair, the others were negative on treasuries, not RMBS).
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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...
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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:...
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Kyle Bass At Americatalyst 2011
The event took place on November 7, 2011. Link to: Kyle Bass at AmeriCatalyst 2011....................Related previous posts:. A Conversation with Kyle Bass (September 2010) Hayman Capital Letter: Imminent Defaults - By Kyle Bass Hayman Capital Letter:...
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Kyle Bass From The 2011 University Of Virginia Investing Conference
Found via Santangel's Review. Hopefully Bass' complete talk gets put online eventually. Link .................... Related previous posts:Kyle Bass from the Barefoot Economic Summit Delivering Alpha: Best Ideas & Alpha A Conversation with...
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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