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Random thoughts on entrepreneurship,
venture capital, private equity,
world finance and global economy

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Aug
27th

Fri

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My favorite hedge fund manager Kyle Bass on CNBC.

Tags: kyle bass hayman japan government debt stocks

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Oct
9th

Fri

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Hayman October Letter Takes The Inflationist Side

Hayman October Letter (pdf) to investors (via ZeroHedge) is as usual very insightful. Its manager Kyle Bass is on the inflationist side, due to unsustainable debt levels and government incentive to print their way out of it.

He has bearish views on China due to an unsustainable path in credit expansion and proposes a doomsday scenario for Japan.

Tags: government debt hayman inflation finance

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