Silver as an investment

Category Archives: Kyle Bass

PBOC’s Zhou Warns Of “Sudden, Complex, Hidden, Contagious, Hazardous” Risks In Global Markets

Just two weeks after warning of the potential for an imminent 'Minsky Moment', Chinese central bank governor Zhou Xiaochuan has penned a lengthy article on The PBOC's website that warns ominously of latent risks accumulating, including some that are "hidden, complex, sudden, contagious and hazardous," even as the overall health of the financial system appears […]

Kyle Bass Interviews Mark Cuban: “AI Will Help The FANG Stocks Crush Bitcoin”

Entrepreneur and TV personality Mark Cuban is one of the most visible businessmen in America (present occupant of the Oval Office aside) – though whether his reputation is warranted or not is open to debate. LIke Trump, he is a master of self-promotion – he authored a popular business book – the aptly titled “How […]

Kyle Bass Warns: Xi Has “Built The Chinese Economy On A Foundation Of Sand”

Earlier this week, Chinese leader Xi Jinping became the third ruler in the communist country’s history to have his named enshrined in its constitution – and the first to receive this honor while still alive. But as China celebrates its most popular, and most powerful, leader since at least Deng Xiaoping, Kyle Bass, hedge fund […]

Kyle Bass: “Today’s Market Resembles The 1987 Debacle On Steroids”

zerohedge.com / by Tyler Durden / Oct 20, 2017 8:35 PM The US stock market celebrated the 30th anniversary of Black Monday with the 2017 version of a rocky trading day: Stocks sold off early, with S&P 500 futures recording their steepest post-midnight drop of the year. But the dip was reflexively and aggressively bought, and stocks even poked back into […]

Kyle Bass Warns Of “Tectonic Shift” In US-China Relationship

Hayman Capital's Kyle Bass ventured on to CNBC this morning to drop some painful truth bombs about Trump's "drastically changed Chinese diplomacy" and China's looming "come-uppance." Bass began by highlighting what he calls a "tectonic shift" in US-China relations in the last few days, pointing to two crucial events… 1. Things changed drastically when US […]

Crisis Meet China – China Meet Crisis

By Chris at www.CapitalistExploits.at Earlier this week, Kyle Bass spoke on Bloomberg about the reckless expansion of the credit system in the Middle Kingdom. He warned about the ballooning asset-liability mismatch in the shady $4-trillion wealth management products (WMPs) market. And went on to say “this is the beginning of the Chinese credit crisis” while admitting it could take some time for things […]

Chinese Commodities Crash Limit-Down As Wealth Management Product Issuance Collapses

It seems Kyle Bass' warning was extremely timely. The deleveraging of China's $4 trillion shadow banking system just accelerated massively as Bank Wealth Product Issuance crashes 15% month-over-month. With stocks and bonds already plunging, commodities joined the ugliness tonight with Dalian Iron Ore limit down (8%) at the open (not helped by tumbling auto demand). […]

Kyle Bass Warns “All Hell Is About To Break Loose” In China

China's credit system expanded "too recklessly and too quickly," and "it's beginning to unravel," warns Hayman Capital's Kyle Bass. Crucially, Bass notes that ballooning assets in Chinese wealth management products are another sign of a looming credit crisis in the nation. "Some of the longer-term assets aren't doing very well," Bass said on Bloomberg TV […]

We’re All Yen Traders Now

Authored by Kevin Muir via The Macro Tourist blog, Today’s post will have no answers. I am not sure anyone truly understands the strange day to day squiggles of the increasingly intertwined global financial system, but I wanted to highlight a relationship that cannot simply be monkeys typing Shakespeare. Let’s start with the market developments […]

Breslow Turns Bullish: “Don’t Assume Each Event Will End Badly”

After a period of several weeks in which Bloomberg’s macro/FX commentator Richard Breslow took a tentative gamble on the skeptical, if not outright bearish, side in this morning’s note the former FX trader has shifted his outlook to a modestly more bullish one, cautioning that in light of recent events, “too many commentators have fallen […]