Kyle Bass Offers Some Inflation Protection Ideas

February 1, 2013

Kyle Bass recently was interviewed by CNBC where he talked about the upcoming risks of inflation. Bass seems to think that the only inflation protection are “real productive assets” such as global businesses with some fixed rate debt. Bass did not mention gold as the type of asset that he favors now despite the fact […]

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Taleb Feels “Forced to Own Stocks”

January 30, 2013

Black Swan author, Nassim Taleb was on CNBC where he expressed the viewpoint that he is forced to own stocks even though he is not particularly bullish. The reason is that Taleb has long felt that there is a potential Black Swan in hyperinflation. Thus, he avoids bonds at all costs. Subsequently, he is also […]

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David Einhorn Still Short Iron Ore

January 23, 2013

Iron Ore prices have ramped over 30% in the last few months. Nonetheless, famed hedge fund manager David Einhorn is still short. According to his latest letter, Einhorn is short “several” stocks in the iron ore sector as he thinks that supply now exceeds demand. Going forward, he expects supply to increase at an annual […]

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Felix Zulauf’s Portfolio

January 19, 2013

Felix Zulauf revealed his top picks for 2013 during the Barrons Roundtable. Zulauf’s first pick is to short the Japanese yen due to the debt crisis that others like Kyle Bass have noted.   “The dollar/yen trade could have a mild correction, dropping back to the €86 area. I would buy on that correction. Professional […]

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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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Jim Chanos Interview on Short Selling

January 17, 2013

Jim Chanos talked candidly about what type of company makes a great short sale. Chanos’ checklist for shortselling starts with a  big management shakeup. Secondly, Chanos looks at technology and how it makes some industries obsolete (eg- travel agents being replaced by Expedia).  Some examples that Chanos has mentioned in the past are Coinstar and […]

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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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Jim Chanos’ Favorite Short Positions For 2013

January 4, 2013

Jim Chanos recently gave an interview to Barrons where he highlighted some of his favorite short positions for 2013. Chanos appears to see a lot of opportunity on the short side in the coming year. First of all Chanos sees that investor sentiment is quite bullish despite the fact that there are some serious macro […]

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Paul Singer Comments About Risks of Inflation

December 11, 2012

Paul Singer of Elliott Management recently gave a speech where he expressed a fear that inflation may cause some societal distrust. The hedge fund manager has long been a proponent of owning some gold in your portfolio. “They say this is not massive money printing, but first they are wrong; and second, monetary authorities in […]

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