James Chanos interview with CNBC
James S. Chanos is the founder Kynikos Associates LP. He manages $6.7 billion. He is one of the top 5 bears in the US. He is famous in holding his short positions for very long period. He made a name by shorting Enron in 2000. Obviously he talks his book; he has have so many interviews all over the media in last couple months on Chinese housing market. China has taken some preventing action to stop the bubble from bursting they hope by tightening the lending standard for second homes and their own version of bank stress test they could have soft landing, lets hope they get it right. If Chanos is right and Chinese economy tanks; we are in a big trouble. What would happen to the US treasury if China stops to buy them? What would happen to the US dollar? I don't even what to think about it. I hope we would not see it happens in our lifetime.
His fundamental analysis on Chinese real estate makes sense to me. Since June 2009 I have been thinking to short them, but technical look very strong therefore I'm going to hold until I see weakness in charts.
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I do my best not to use complex economics terms and make this blog useful for everyone in any level of investment. The main focus will be on technical analysis, but macroeconomics & microeconomics will be covered as well.
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2010
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Sep
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- Get ready for the big move in S&P500
- Portugal Government Bond Signalling Problem
- James Chanos on Chinese Economy
- Alan Greenspan Interview with PBS
- Market rallied hard in face of bad news!
- S&P500 Technical Analysis (09/23/2010)
- This amazing LOL
- S&P500 Technical Analysis (09/19/2010)
- Treasury Bond Technical Analysis Part-II (09/14/2010)
- S&P500 Bullish Scenario for 4Q 2010
- S&P500 Technical Analysis Base On The Elliott Wave...
- LIBOR & Ted Spread Chart (09/10/2010)
- New Jobless Claims is not accurate (9/9/2010)
- Interview with Michael Lewis, author of "The Big S...
- Treasury Bond Technical Analysis
- Nouriel Roubini on the U.S. economic growth in the...
- Market update (09/03/2010)
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Sep
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About Me
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- I’m a financial analyst. I'm a bear. I use fundamentals and technical analysis in my investments. I’m a big supporter of the Austrian School of economic thought, but at the time of crisis I believe Keynesians get it right. I always have an eye on macro & microeconomics, I’m a contrarian analyst. Be advised that the views and opinions expressed here are subject to change based on market, economic and other conditions. They are the illustrations of broader economic themes and in no way guarantees your profitability by trading Securities mentioned. I do not claim or guarantee that you will profit from the information provided. I will not be held responsible for any investment actions that you take as a result of Securities mentioned. I’m neither your investment adviser nor your financial broker. Consult with your broker before start to trade any securities. Futures and options on futures trading involve substantial risk and is not a suitable investment for all type of investors. The information given is intended to be an aid to your own investment process, and your investment actions should solely be based upon your own decisions and research.
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