Macro Economics

Kyle Bass Presentation

March 12, 2013

Nobody is more eloquent talking about the debt problems than Kyle Bass. Here is a presentation entitled: Myron Scholes Global Markets Forum: The Coming Crisis in Japan – Kyle Bass     

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Kyle Bass on the Japanese Debt Bomb

January 18, 2013

Kyle Bass of  Hayman Capital thinks that the end game is near for the Japanese “debt bomb.”  

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Felix Zulauf’s Outlook for 2013

January 11, 2013

Felix Zulauf gave an interview where he discussed his bullishness for China and Japan. First of all Zulauf, like Marc Faber is bullish on Chinese equities. However, it should be noted that Zulauf appears to be looking at this as a trade rather than a long term investment. “The real level of growth in China [...]

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Charles Nenner Predictions for 2013

January 5, 2013

Charles Nenner was interviewed by Financial Sense today where he gave his outlook for the first part of 2013. Nenner says that stocks should remain in an up cycle into mid-February. Nenner is unsure whether the cycle top in February 2013 is a long term cycle high or a short term cycle high. Previously, Nenner [...]

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John Paulson’s Hedge Fund Has a Miserable 2012

December 5, 2012

John Paulson has had another rough year in 2012 as bad bets in Europe have taken their toll. Here are the returns  in Paulson’s main funds through the end of October. Paulson’s Advantage Plus fund – down 17% (fund was also down 51% in 2011) Paulson Credit Opportunities – up 6% this year Paulson, speaking [...]

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Kyle Bass Expects a Popular Revolt in Europe

November 19, 2012

Kyle Bass expects that Germany will leave the Euro in the “next 3-4 years.”

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Interview With Marc Faber

November 6, 2012

Here is an interview with Marc Faber and Peter Schiff:   Faber sees a 20% correction on the horizon for the Dow Jones.

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Marc Faber 2012

November 1, 2012

Marc Faber was interviewed at the Barrons Art of Investing Conference last week. Faber, like Felix Zulauf is bullish on Japanese equities and he also thinks that Chinese shares can bounce.  ”The Chinese can postpone a more serious recession by easing, but it won’t solve the problem. The Chinese stock market could outperform for a [...]

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Investing Money the Ray Dalio Way

September 17, 2012

Ray Dalio is one of the world’s most successful hedge fund managers. He managed to sidestep the carnage of 2008 and he was correctly positioned for the deflationary fears that caused the bond bull market to continue. In this video, Ray Dalio explains his macroeconomic framework. Here are the snippets of the Ray Dalio interview [...]

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Marc Faber On Investing For the Next Ten Years

June 25, 2012

Mark Faber was recently interviewed about the prospects or the global economy over the next 10 years. Faber noted that perhaps the most inexpensive asset class in the world right now is US real estate.  He quipped that some US real estate in places like Florida is actually cheaper than in countries like Thailand. Some [...]

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