euro

Kyle Bass Still Thinks Euro is Doomed

December 1, 2011

Kyle Bass’s recent investor letter was released where he updated his thoughts on the Euro Zone. Bass has long been bearish on European credit. As a matter of fact, Bass has proven himself by recognizing and profiting from the U.S. mortgage bubble. Here are the highlights: debt has grown at 11% CAGR for the last [...]

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Felix Zulauf Interview On European Debt Problem

October 6, 2011

Felix Zulauf gave a rare interview where he discussed the European debt problem.

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Is the U.S. Worse Off Than Europe?

September 27, 2011

Jim Rogers was on CNBC this morning and he made some bearish comments about the U.S. debt situation relative to the European debt crisis. “Europe has a few bad, bankrupt states, so does America. We’ve got Illinois which is bigger than Greece, we’ve got California, we’ve got New York, you know those are pretty big [...]

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Soros Favors Euro Bonds

August 29, 2011

George Soros gave a candid interview with Der Spiegel about the future of the European Union and the Euro as a currency. In essence, Soros makes the following argument: The world economy needs the Euro. The Euro is doomed unless Germany guarantees the debts of nations such as Spain and Italy. Germany must introduce Euro [...]

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Kyle Bass More Bearish On Japan After the Quake

May 13, 2011

Kyle Bass made a presentation at the SALT conference and appeared on CNBC where he talked about the Eurozone problems and Japan. Bass made headlines because he’s on the advisory board of Texas Universty endowment fund that took possession of $1 billion of physical gold last month. First of all, Bass is unconvinced that the [...]

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Felix Zulauf 2011 Forecast

May 3, 2011

Felix Zulauf gave a rare interview over the weekend. As we’ve repeatedly said, Felix has the best track record of any macro investors that we’ve come across. Here’s a summary of some of Zulauf’s most recent thoughts: the bond market in the U.S. is being temporarily held up by two factors. Foreign governments that want [...]

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