Credit Writedowns » Jim Chanos

Jim Chanos on China, Hong Kong and Australia

Edward Harrison — Thu, 24 Nov 2011 00:49:27 +0000

Famous shortseller Jim Chanos was in Hong Kong and Australia and reported back on what he saw to Bloomberg Television. Copy provided below including a link to the video

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Chanos and Gross versus Paulson and Bloomberg

Edward Harrison — Thu, 13 Oct 2011 13:57:59 +0000

Here’s Jim Chanos on the demonstrations on Wall Street which express the anti-bailout sentiments expressed by both the Tea Party and #OccupyWallStreet. Bill Gross, Vikram Pandit, John Paulson and Michael Bloomberg all chimed in too

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Jim Chanos: China has tons of contingent debt via state-owned enterprises

Edward Harrison — Wed, 21 Sep 2011 14:30:35 +0000

The overall gist of Jim Chanos' comments on Bloomberg yesterday were that China has off-balance sheet contingent liabilities due to its implicit commitment to state-owned enterprises which are kneee-deep in land and property speculation. See Michael Pettis piece on The debt-financed investments of Chinese state-owned enterprises for a comprehensive analysis of this problem

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Jim Chanos: Still short

Edward Harrison — Wed, 14 Sep 2011 13:21:50 +0000

Shortseller Jim Chanos was on CNBC talking about the markets and the economy. The gist of his comments was that there still isn't a lot he would go long on. He did say he is long casinos in China but in general he remains short. Video below

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Jim Chanos makes the bearish case on China

Edward Harrison — Wed, 17 Nov 2010 14:15:00 +0000

Fortune recently did a story on Jim Chanos called "Chanos vs. China" which warrants reading. Below is the associated video in which you can hear Chanos making the bearish case for China. Chanos is the most unapologetic and aggressive of the well-known bears about his case. For example, Andy Xie seems to have backpedalled somewhat

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Xie: China’s housing market is “not crashing like I expected”

Edward Harrison — Thu, 23 Sep 2010 02:30:30 +0000

I don’t know exactly what to make of Andy Xie’s quote near the end of this first CNBC video below. He says "It’s not crashing like I expected in 2012," referring to the Chinese housing market. Is Xie saying: A. The crash is not going to happen yet. Wait until 2012. Or is he saying

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Jim Chanos: “We are really rewarding failed business decisions repeatedly”

Edward Harrison — Tue, 21 Sep 2010 20:00:05 +0000

Jim Chanos, the famous shortseller, was on CNBC talking about the auto bailouts. Chanos thinks the story the administration is telling us about the success of the bailouts is misleading. Note the figures that Chanos cites on the return on the government’s bailout investment in the automakers. The government is playing fast and loose here

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Chanos, Roach Discuss Outlook for China’s Economy

Edward Harrison — Wed, 05 May 2010 23:04:13 +0000

Another classic from Bloomberg News. It runs about 22 minutes. I love Roach’s quip in jest to Chanos: "You ignorant slut." That quip in jest belies the congruence in Roach and Chanos’ views. Roach does say: "I’m not denying there’s not a bubble." He just feels the bubble will not lead to the kinds of

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Chanos: Where are the perp walks?

Edward Harrison — Wed, 24 Mar 2010 17:20:33 +0000

The New York Observer has a wonderful interview with Jim Chanos out today. In it, he talks about probable fraud and criminality at Lehman. I want to use his comments as a lead-in to a wider discussion about fraud and criminality in financial services. The Chanos interview reads: The Observer: Did anything surprise you about

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Wood: “The endgame will be a systemic government debt crisis in the western world”

Edward Harrison — Sun, 07 Mar 2010 19:44:52 +0000

Christopher Wood is bearish on Western stocks but still bullish on emerging Asia, especially India and China. He recommends an overweight Asia – Underweight West position for international investors in large part because he believes the inflationary signs in Asia are a sign of renewed strong economic growth there. On the other hand, in his

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More from Chanos on the Chinese property bubble

Edward Harrison — Tue, 09 Feb 2010 15:16:43 +0000

Given my post on Jim Rogers’ doubting Chanos’ knowledge about China, I thought it appropriate to post the latest Chanos interview on the China property bubble. This call by Chanos is really setting us up for some seriously entrenched camps of pro-China bulls (like Rogers)against China sceptics (like Chanos, but also like Andy Xie). Is

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Rogers: Chanos “couldn’t spell China 10 years ago”

Edward Harrison — Tue, 09 Feb 2010 01:26:16 +0000

No he didn’t. Jim Rogers, the bow-tie wearing Quantum Fund co-founder and Sino-enthusiast, has recently implied Jim Chanos doesn’t know China from a hole in the ground. Rogers is not happy about the recent bearish pronouncements coming from Enron-slayer and famed short-seller Jim Chanos. In what looks to be a rumble in the jungle of

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Jim Chanos still bearish on China, talks malinvestment

Edward Harrison — Wed, 03 Feb 2010 14:00:00 +0000

Below is a Jim Chanos video on China now making the rounds in the financial blogosphere. Chanos says that most financial bubbles are the result of excess credit creation and believes that is exactly what we are witnessing in China. Although Chanos sees serious overcapacity problems in China, he is not calling for a market

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Chanos: “We’re not calling for an impending crash of China”

Edward Harrison — Mon, 25 Jan 2010 19:49:57 +0000

Jim Chanos was on CNBC talking about, amongst other things, China. And while he is bearish on China, the quote that jumped out at me was the one in the title. He is bearish on China because of an unprecedented credit-induced bubble in Chinese real estate. He quotes 30 billion sq. ft. of construction underway

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Ten lessons from financial crisis investors will soon forget

Edward Harrison — Fri, 13 Nov 2009 01:28:09 +0000

A friend sent me the following presentation earlier in the week when I was feeling a bit ill. So I neglected to post it. But, I want to return to it because it is in keeping with my recovery/depression theme. These are the issues that were complicit in the latest financial crisis and almost none

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Chanos says dump munis as distress mounts and ratings attacked

Edward Harrison — Wed, 11 Nov 2009 03:12:09 +0000

I have really started to dislike municipal bonds as an asset class. They have seen a huge rally along with almost every other financial asset but the underlying fundamentals are weak because of financial distress at states and municipalities. Last week, I wrote a first piece on this topic, based on some work by Philip

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Night Time Reading: 2009-09-01

Edward Harrison — Wed, 02 Sep 2009 00:21:50 +0000

Since I have a ton of links, I am making an extra night time reading version today. Expect more tomorrow, but posting may be light as I will be away. American Casino, The Most Dangerous Man in America review : The New Yorker “American Casino”—a terrific documentary chronicling the subprime-mortgage mess and the financial collapse

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Chanos: I warned Brown and Geithner of financial calamity

Edward Harrison — Tue, 01 Sep 2009 17:03:20 +0000

Evidence is now surfacing that Timothy Geithner and Gordon Brown were among policymakers warned in April 2007 of an impending financial crisis. Famed fund manager and shortseller Jim Chanos met with the policy makers at the time, along with several other hedgies during the G-8 Summit in Washington, D.C. Their worry: an impending financial crisis.

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Edward Harrison — Fri, 05 Jun 2009 08:11:51 +0000

Today vs. the 1980-82 Recession – Menzie Chin “While the job losses, foreclosures, stock declines and other casualties of the current recession have been very painful, substantially more bad economic news is needed to make this recession worse than the downturns of 1980-’82, at least in G.D.P. terms.” May Sales: How Retailers Fared – Real

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Jim Chanos: “It’s a bear market rally”

Edward Harrison — Tue, 16 Dec 2008 16:05:57 +0000

Jim Chanos, the famous hedge fund guru and short-seller does not think stocks are going to be up for long. He sees the recent rally on the back of promised government stimulus as temporary and expects markets to resume their downward course. In fact, he is now shorting cement as a play on continued weakness

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Jim Chanos: short sellers are heroes

Edward Harrison — Thu, 25 Sep 2008 17:05:00 +0000

I just watched a great clip of an interview Jim Chanos, the famous head of hedge fund Kynikos Associates, did with the FT’s Gillian Tett (Hat tip FT Alphaville). Chanos does a very good job of arguing hat short sellers are being unfairly victimized by government. Basically, he and other hedge fund managers like John

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