Money and Finance
Link to: Kyle Bass: The Looming Crises in Asia
- 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...
- Kyle Bass: Japan's Adding A Ponzi Scheme To A Ponzi Scheme
Kyle Bass is on his favorite topic here at the Sohn Investment Conference — Japan. His bottom line is that the country's "shock and awe" monetary policy is going to work, and Japanese leaders are beginning to realize that. "What they're...
- Doom Heralded At Hayman By Widening Trade Deficit: Japan Credit
Thanks to Will for passing this along. Going back and reviewing an investor letterfrom Kyle Bass dated November 30, 2011, Bass wrote “We believe that Japan would have a bond crisis of its own within the next two years without the current European debt...
- 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:...
- 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...
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 more, he also said China’s economy will fall below expectations.
Bass changed one aspect of his outlook on Japan. Instead of predicting a collapse of the Japanese bond market, he focused on a severe weakening of the yen – without predicting when that might happen. His predictions for China were equally distressing. He said that its banks will be saddled with non-performing loans and that its economy is actually contracting.
“I don’t think the markets are discounting what’s really happening in China,” he said.
- 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...
- Kyle Bass: Japan's Adding A Ponzi Scheme To A Ponzi Scheme
Kyle Bass is on his favorite topic here at the Sohn Investment Conference — Japan. His bottom line is that the country's "shock and awe" monetary policy is going to work, and Japanese leaders are beginning to realize that. "What they're...
- Doom Heralded At Hayman By Widening Trade Deficit: Japan Credit
Thanks to Will for passing this along. Going back and reviewing an investor letterfrom Kyle Bass dated November 30, 2011, Bass wrote “We believe that Japan would have a bond crisis of its own within the next two years without the current European debt...
- 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:...
- 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...