February 28, 2011
Several well known hedge fund managers including Kyle Bass, David Einhorn and Hugh Hendry have made bearish bets against Japanese bonds. As we have previously reported, Kyle Bass has been the most outspoken critic of Japanese government bonds. Bass’ thesis is that Japan is now at a point where it will have difficulty financing it’s [...]
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December 23, 2010
From a recent interview with CNBC and Charlie Rose, it is clear that David Einhorn sees the funding crisis that we’ve mentioned before. Einhorn joins other hedge fund managers such as John Paulson, Michael Burry and Bill Fleckenstein who all see a funding crisis in America’s future. It is important to remember that Einhorn correctly [...]
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